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Senior Private Client Advisor 80-100% (Banking sector)

Asanti AG

Employment type
Full-time
Workload
100%
Location
Horgen ZH
Company
Asanti AG, 8810 Horgen
First posted
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Very personal: Asanti is a specialized personnel service provider from Dietikon. We support job seekers and companies regarding all commercial, technical, and industrial professions!

Very currently, we are looking for a reliable, motivated, and highly service-oriented personality starting immediately/by arrangement for our client as a

Senior Private Client Advisor 80-100% (Banking sector) Main tasks:

  • Holistic, needs-oriented advice and support of an existing client portfolio across all life stages
  • Active further development and systematic expansion of the client base through targeted acquisition
  • Implementation of sales and market development measures in coordination with the team
  • Close cooperation with internal financing expert teams (mortgages)
  • Participation in target group-specific market development measures and performing representative tasks

Your profile: * Completed commercial basic training and higher education (FH, Bachelor, financial planner or similar)

  • Verifiable and broad professional experience in private client advisory with your own client portfolio (bank)
  • Distinct sales flair, high service orientation, and enjoyment of customer contact
  • Winning appearance as well as high social and communication competence
  • Proficient in German, other languages (English) an advantage

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Posted 4 days ago

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