Kundenberater:in Privatkunden Affluent — Zürcher Kantonalbank

Full description

• Customer consultant: in private customers Affluent 80% - 100% | Sales and customer service | Dietikon | Experienced professionals Apply online now Our 8-member team is responsible for the individual advice and support of the private clientele in Dietikon. Together with the branches Altstetten and Schlieren, 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 private customers
• Exploring customer needs while taking into account individual wishes, goals and life situations – if necessary in cooperation with internal specialists
• Implementation of long-term confidence building and asset preservation on the occasion of the generational change
• Sale of standardised products and services in the areas of money transactions, investments, provision and real estate financing
• Perceiving demanding representation tasks and participating in customer events
• Possibility to take on training activities or a specialist function in the areas of financing, investment or pension schemes
• Participation and participation in internal projects
• Banking training or equivalent training
• Completed or ongoing training e.g. FA Financial Planner:in / Bachelor in Banking & Finance etc.
• Several years of experience in the care of wealthy private customers, ideally with sound knowledge in the financing business
• Affinity and joy in using digital technologies in the consulting process
• You score with your teamwork, openness and willingness to change.
• Your empathetic, authentic and emotional nature leads to an emotional customer experience in all situations.
• Mutual support, team spirit and self-responsible work are important to us
• Taking over an exciting and well-managed customer book with lucrative new business
• As part of the Performance & Development Dialogue, we work together to develop a development plan and support your further development
• Access to internal and external networks and mentoring programs (e.g. Queers & Peers, Fund Women Membership, Network "Human" and others)
• Attractive overall package with extensive ancillary services and discounts from A such as retirement savings to Z such as zoo tickets