Individual Client Advisor, 70 % - 90 % - Küsnacht ZH

Welcome to Bank Avera – Your chance as an Individual Client Advisor

As the largest regional bank in the Canton of Zurich, we are present with ten branches and over 180 employees in the Zürcher Oberland, on the right shore of Lake Zurich, and in the city of Zurich. With modern banking and comprehensive financial advice, we offer our customers personal added value – since 1828. Become part of our team and actively help shape the future of banking!

Within our Zurich/Küsnacht branch network, we are looking for a motivated and reliable personality as an Individual Client Advisor, 70 % - 90 %, to strengthen the team in Küsnacht, starting immediately or by arrangement.

Individual client advisors manage their own client portfolio in the Retail Banking segment at a branch location or within a branch network and provide holistic advice to clients in the areas of numbers/savings, financing, investing, and pension planning.

Your tasks

• Acquisition of new customers and active expansion of client business to further position the branch network in the market.
• Management of an own client portfolio and holistic advice to assigned individual clients in the areas of numbers/savings, financing, investing, and pension planning.
• Identifying customer needs and the coordinated, active sale of products and services.
• Exploitation and further development of existing customer relationships and referral of customers with more extensive needs to the responsible internal sales units (Private Banking, Corporate Clients, Advisory Center).
• Examination and preparation of credit applications; exercising own approval competence or forwarding to the appropriate approval authority.
• Representation tasks in the catchment area of the branch or the branch network.

Your profile

• Commercial basic training (preferably in the banking industry)
• Subject-specific further training (e.g., Financial Planner with federal diploma or similar)
• Advanced, specialized expertise in the areas of numbers/savings, financing, investing, and pension planning
• Several years of experience in managing an own client portfolio
• Strong customer orientation and entrepreneurial mindset
• High acquisition competence, sales-oriented, tactful in negotiations, and strong at closing
• Enthusiastic, communicative, strong interpersonal skills, and a winning appearance
• Efficient and exact way of working
• Proactive, committed, and flexible

What we offer

• Responsible and varied activities
• Attractive employment conditions and progressive social benefits
• Collegial and appreciative working atmosphere
• Modern workplaces and flexible working time models

How to apply

Have we piqued your interest? Then we look forward to receiving your application via our online application tool.

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