Senior Individual Client Advisor / Individual Client Advisor Job Details | Schwyzer Kantonalbank
- Employment type
- Full-time
- Location
- Pfäffikon
- First posted
For generations. For generations. Together here on site.
You want more than just to advise - you want to inspire people, build relationships, and create real added value. In our branch in Pfäffikon (SZ) with partially international clientele, exciting challenges, a motivated team, and the chance to actively contribute to the success of our bank await you.
Our passion is dedicated to personal advice - close to the customer, forward-looking, and partnership-based. We accompany our customers with innovative solutions and are committed to a trustworthy, long-term cooperation.
If your heart beats for consulting, then we look forward to your application as
Senior Individual Client Advisor / Individual Client Advisor
What you will achieve:
• You will take responsibility for your own client book and build long-term, trustworthy relationships
• You advise our customers holistically - personally, competently, and with heart - along our advisory philosophy "gut beraten, Schwyzer Art"
• With your intuition for the individual needs of our customers, you recommend suitable banking products and develop tailor-made solutions
• For optimal support, you specifically involve our internal subject matter experts and thus create noticeable added value
To succeed, you need:
• You have at least 5 years of professional experience in banking and/or further training in business administration (e.g., HFBF or HFW) or financial advisory / financial planning
• You already have experience in advising customers - especially in the areas of financing, investments, and pension provision - and know how to recognize and respond to individual needs
• With your service orientation and your winning manner, you inspire our customers
• High initiative and entrepreneurial commitment drive you - you think along, pitch in, and contribute ideas
• You are an empathetic personality who is passionately committed to the team, takes responsibility, and actively lives our service promise
• Your communication strength and assertiveness help you to convince customers and develop the best solutions together
• Business fluent German and English skills round off your profile
What you can look forward to:
Our values are our driving force: With a desire for the future, we shape new things; with effectiveness, we create real added value. Togetherness and appreciation shape our attitude, while trust and responsibility form the basis for our success.
In addition, we offer you:
• an exciting and responsible area of work
• an employer that offers you the chance to develop personally and professionally and supports you in doing so with many offers
• an attractive total package with many benefits, high flexibility, and hybrid working models
Are you ready to forge new paths and leave your mark? Then we look forward to getting to know you.
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Posted 7 weeks ago