Kundenberater:in Privatkunden Affluent — Zürcher Kantonalbank

Full description

• Customer advisor:in private customers Affluent – branch Uster

60% - 100%, Sales and Customer Service, Uster, Professionals

Apply online now

Our ten-member team is responsible for the individual advice and support of wealthy private customers. The branches of Uster and Egg form together a branch group in the market area Oberland-Pfannenstiel. The competence and commitment of our employees contribute significantly to our success record. A great team spirit and passionate commitment are our key factors to success. Take advantage of the opportunity to be successful together with us and our strengthening-based leadership culture.

Your Tasks

• Support and development of existing private customers
• Investigating customer needs with the inclusion of individual wishes, goals and life situations – if necessary in cooperation with internal specialists
• Realising long-term confidence building and asset retention during the generational change
• Advising on standardized products and services in the areas of money, investments, pension and real estate financing
• Performing demanding representational tasks and participating in

Customer events

• Possibility to take over training activities or a specialist function
• Participation and participation in internal projects
• Bank training or equivalent training as well as completed or ongoing training (e.g.

FA Financial Planner:in, Bachelor in Banking & Finance, HF Business Administration etc.)

• Experience in the management of wealthful private customers with good knowledge in finance and investment business
• A degree in efficiency and joy in the use of digital technologies in the consulting process
• You contribute real team spirit, a total of 158t engaged and working on our goals with high motivation on your own initiative.
• Your empathic, authentic and emotional way leads to a great customer experience in all situations of life
• Mutual support, team spirit and self-responsible work are great with us
• Take over an exciting and well-managed customer book with attractive 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, mentoring and promotion programs as well as sports clubs