Customer consultant/private Afflent – branch Wetzikon — Zürcher Kantonalbank
- Location
- Zürich
- Contract
- part-time
- Posted
- Yesterday
Role overview
Customer advisor:in private customers Affluent – branch Wetzikon
60%
100%, Sales and Customer Service, Wetzikon, Professionals
- Customer advisor:in private customers Affluent – branch Wetzikon
- 60%
- Supervising and developing existing private customers
- Investigating customer needs by including individual wishes, goals and life situations – if necessary in cooperation with internal specialists
Main responsibilities
- Supervising and developing existing private customers
- Investigating customer needs by including individual wishes, goals and life situations – if necessary in cooperation with internal specialists
- Realising long-term confidence building and maintaining assets during the generational change
- Consulting of standardized products and services in the areas of money, investments, provision and real estate financing
- Performing demanding representational tasks and participating in Customer events
- possibility to take on training activities or a specialist function in the areas of financing, investing or provisioning
- participation and participation in internal projects Requirements
- Banking training or equivalent training as well as completed or ongoing further training (e.g.FA financial planner:in, Bachelor in Banking & Finance, HF business administration etc.)
- Multi-year experience in the supervision of wealthy private clients with good knowledge in the financing business
- A degree of efficiency and joy in the use of digital technologies in the consulting process
Application process
- online now
- Our team of six is responsible for the individual advice and support of wealthy private customers in Wetzikon.
- Together with the branches Pfäffikon ZH and Bauma we form a branch group in the market area Oberland-Pfannenstiel.
- The expertise and commitment of our employees contribute significantly to our track record.
- A great team spirit and passionate commitment are our key factors for success.
- Take the opportunity to be successful together with us and our strengthening-based leadership culture.
Additional details
- Performing demanding representational tasks and participating in
- participation and participation in internal projects
- Mutual support, team spirit and self-responsible work are great written with us
Notes and original content
- Apply online now
- Customer events
- Requirements
Questions about this listing
What salary does Zürcher Kantonalbank offer for this role?
Zürcher Kantonalbank lists CHF 79'000 - 134'500 gross per year for this position in Zürich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Zürcher Kantonalbank offer?
This listing is a part-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Zürcher Kantonalbank during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Zürcher Kantonalbank?
Use the "Apply now" button on this page — it links directly to Zürcher Kantonalbank's original listing at apply.refline.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
