Kundenberater:in Privatkunden Affluent — Zürcher Kantonalbank

Full description

80% - 100% | Sales and customer service | Wetzikon | Experienced professionals Our team of 6 people is responsible for individual advice and support for 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 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

• Supervision and development of 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
• Advising on 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

Your profile

• Banking specialist training or equivalent training as well as a completed or ongoing further education (e.g. FA Financial Planner:in, Bachelor in Banking & Finance, HF Business Administration etc.)
• Several years of experience in the care of wealthy private customers with good knowledge in the financing business
• Affinity and joy in using digital technologies in the consulting process
• You bring real team spirit, engage with commitment and work with great motivation on our goals.
• Your empathetic, authentic and emotional nature leads to an emotional customer experience in all situations.

Our offer

• Mutual support, team spirit and self-responsible work are important to us
• Acquisition of an exciting and well-managed senior customer book with attractive new business
• Top modern workplace in the newly opened branch in Wetzikon with spacious office space
• 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, mentoring and promotion programmes and sports clubs

Vivien Däppen He is happy to help you. Telephone: 044 292 27 19