Senior Private Client Advisor 80-100% (Banking Sector)
- Employment type
- Full-time
- Workload
- 100%
- Location
- Horgen ZH
- Company
- Asanti AG, 8810 Horgen
- First posted
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 very service-oriented personality as a
Senior Private Client Advisor 80-100% (Banking Sector) for our client, starting immediately/by arrangement.
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 undertaking representative tasks
Your profile:
- Completed commercial basic training and higher continuing education (FH, Bachelor, financial planner or similar)
- Verifiable and broad professional experience in private client advisory with your own client portfolio (bank)
- Strong sales flair, high service orientation and enjoyment of customer contact
- Winning appearance as well as high social and communication competence
- Stylish in German, further languages (English) an advantage
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Posted 3 days ago