Kundenberater:in Privatkunden Affluent — Zürcher Kantonalbank

Full description

• Customer consultant: in private customers Affluent

80% - 100% | Sales and customer service | Zurich | Experienced professionals

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Our 11-member team is responsible for individual advice and support for wealthy private clients in the Zurich Oerlikon region. Together with the branches Regensdorf and Schwamendingen, we form a branch group in the market area Winterthur-Unterland-Limmattal. The competence 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 strength-based leadership culture.

Your tasks

• Supervising and developing existing wealthy private clients
• Acquisition of new customers in the catchment area
• Exploring customer needs while taking into account individual wishes, goals and life situations – if necessary in cooperation with internal specialists
• Sale of standardised products and services in the areas of investment, real estate financing, provision and monetary transactions
• Complete all front-related administration tasks
• Implementation of long-term confidence building and asset preservation on the occasion of the generational change
• Perceiving demanding representation tasks in the sense of "the near bank" and participating in customer events
• Possibility to take on training or a specialised role in financing, investing or pension schemes
• Banking education or equivalent
• Further education e.g. HFBF / FA Financial Planner:in / Bachelor in Banking & Finance
• Several years of experience in the personal care of wealthy private customers
• Team capability and willingness to go the extra mile to achieve ambitious team growth goals
• Affinity and joy in using digital technologies in the consulting process
• You score with your trusting, communicative and empathetic nature
• Your acquisition-strong personality with a strong sales flair rounds off your profile
• An excellent, customer- and performance-oriented working atmosphere with professional and competent colleagues
• Your career is important to us as an employer and therefore we actively promote it
• Access to internal and external networks and mentoring programs (e.g. Queers & Peers, Fund Women Membership, Network "Human" and others)
• Long-term prospects in a stable, sustainable environment at one of the safest universal banks in the world
• Attractive overall package with extensive ancillary services and perks from A such as retirement savings to Z such as ZVV BonusPass