Kundenbetreuer:in Privatkunden Affluent

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This job ad was AI-translated from German. See original Job summary Show Join our dynamic 8-member team in Zurich, focused on client consulting. Enjoy a supportive environment with a strong team spirit. Tasks Develop and manage relationships with affluent clients in Dietikon. Identify client needs and collaborate with specialists for tailored solutions. Build long-term trust and assist clients through generational wealth transitions. Skills Banking education or equivalent with relevant experience in client care. Proficiency in digital tools for client consultation and engagement. Empathy and authenticity to enhance client experiences. About the job 80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals Our 8-member team is responsible for the individual advice and support of affluent private clients in Dietikon. Together with the branches Altstetten and Schlieren, we form a branch group in the Winterthur-Unterland-Limmattal market area. The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful together with us and our strength-based leadership culture. Your Tasks Support and develop existing private clients Explore customer needs including individual wishes, goals, and life situations – if necessary in collaboration with internal specialists Realise long-term trust building and asset preservation in the context of generational change Sell standardised products and services in the areas of payment transactions, investments, pensions, and real estate financing Undertake demanding representation tasks and participate in customer events Opportunity to take on training activities or a specialist role in financing, investing, or pensions Participate and contribute to internal projects Your Profile Banking qualification or equivalent education Completed or ongoing further education, e.g. FA Financial Planner / Bachelor in Banking & Finance etc. Several years of experience in serving affluent private clients, ideally with sound knowledge in financing business Affinity and enjoyment in using digital technologies in the consulting process You score with your teamwork skills, openness, and willingness to change. Your empathetic, authentic, and emotional manner leads to an emotional customer experience in all life situations. Our Offer Mutual support, team spirit, and independent work are highly valued by us Take over an exciting and well-managed client portfolio with lucrative new business Within the framework of the Performance & Development Dialogue, we jointly develop a development plan and support your further development Access to internal and external networks and mentoring programmes (e.g. Queers & Peers, Fondsfrauen membership, "Mensch" network and others) Attractive overall package with extensive fringe benefits and discounts from A for pension provision to Z for zoo tickets Lucie Kulhanek is happy to assist you. Phone: 044 292 27 62