Private Client Advisor Affluent — Zürcher Kantonalbank
- Location
- Dübendorf
- Contract
- part-time
- Posted
- Yesterday
Role overview
Customer Consultant:in private customers Affluent 80%
100%, Sales and Customer Consulting, Dübendorf, Professionals
- Customer Consultant:in private customers Affluent 80%
- 100%, Sales and Customer Consulting, Dübendorf, Professionals
- Support and development of existing wealthy private customers
- Acquisition of new customers in the catchment area
Main responsibilities
- Support and development of existing wealthy private customers
- Acquisition of new customers in the catchment area
- Investigating customer needs by including individual wishes, goals and life situations – if necessary in cooperation with internal specialists
- Sales of standardized products and services in the areas of investments, real estate financing, pension and money traffic
- Complete all front-related administration tasks
- Realize a long-term confidence building and asset preservation
- on the occasion of the change of generations
- the perception of demanding representation tasks in the sense of "the near bank" and participation in customer events
- possibility to take over training activities or a specialist function in the areas of financing, investing or provisioning Requirements
- Completed banking training or equivalent training
Application process
- online now
- Our five-member team is responsible for the individual advice and support of wealthy private customers in the growth-strong region of Dübendorf.
- We promote an inspiring and appreciative cooperation with internal and external contact partners.
- Together with the branches Volketswil and Fehraltorf we form a branch group in the market area Oberland-Pfannenstiel.
- The competence and commitment of our employees contribute significantly to our success record.
- A good interaction in the team and the passionate commitment are our key factors to success.
- Take the opportunity to be successful together with us and our strengthening-based leadership culture. online now
Additional details
- Take the opportunity to be successful together with us and our strengthening-based leadership culture.
- possibility to take over training activities or a specialist function in the areas of financing, investing or provisioning
- HFBF / FA Finanzplaner:in / Bachelor in Banking & Finance (completed or in training) Experience in personal customer care
- Your ak-rescuing personality with a strong sales flair completes your profile
Notes and original content
- Apply online now
- Requirements
- HFBF / FA Finanzplaner:in / Bachelor in Banking & Finance (completed or in training)
- Experience in personal customer care
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 Dübendorf. 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.
