Customer Advisor: Private Wealth and Financial Advisory 80-100%

Ref 2587198 | Date: 23 Oct 2026

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Got curious? Then apply now - we look forward to getting to know you!

Customer Advisor: Private Wealth and Financial Advisory (m/f/d) 80-100%

For over 160 years, BLKB has stood for trust and competence in the Basel region. Thanks to many years of advisory experience, proven competencies, and sound expertise in the areas of investing, financing, and retirement planning, it offers its customers individual solutions, orientation, and an honest opinion. We are looking for you for the location in Aesch!

Your Tasks

• Your client book, your responsibility - You manage a demanding portfolio, proactively maintain relationships, and develop them with foresight
• Advise and convince - You advise on investment, retirement, and financing solutions and inspire customers with the service offering of BLKB
• Initiative pays off - In addition to centrally orchestrated campaigns, you plan and implement your own sales activities
• Networker with intuition - You recognize potential, refer specifically to specialist departments, and create win-win situations
• The face of BLKB - At events and occasions, you represent the bank, joyfully expand your network, and win new customers

Your Profile

• Experience that counts - You bring at least 5 years of banking-related professional experience in customer care and are a professional in the mortgage sector
• Passion for finance - Investment, retirement, mortgages: You are passionate about these topics and your sales success proves it
• Communication talent with charisma - You are eloquent, love contact with people, and win them over with your positive radiance and open manner
• Doer mentality - Taking initiative, working in a structured manner, implementing organized - that is your DNA
• Qualification or ambition - You are already a financial advisor/financial planner or motivated to start further training

Your Benefits

• Modern corporate culture - Open 'Du' culture, digital working, and a relaxed approach even regarding the dress code
• Generous holiday regulation - At least 27 days of vacation
• Continuing education is lived - BLKB covers the costs for your professional development and actively supports you
• Flexibility that fits - Flexible working hours and home office possibility
• Fair conditions - Industry-standard and fair salary as well as optimally aligned insurance benefits
• Attractive additional benefits - Discounts such as Reka money and other benefits

Got curious? Then apply now - we look forward to getting to know you!

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