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

• 23 October 2026
• 80 - 100%
• Indefinite duration
• Spotted, 8047 Aesch

Curious? Then apply now - we look forward to meeting you!

Customer Advisor in private wealth management and financial advisory (m/f/d) 80-100%

For over 160 years, BLKB has embodied trust and competence in the Basel region. Thanks to long experience in advisory, proven skills and in-depth expertise in the fields of investment, financing and pension planning, it offers its clients personalized solutions, clear orientation and honest advice. For our site in Aesch, we are looking for you!

Your tasks

• Your client portfolio, your responsibility - You manage a demanding portfolio, maintain relationships proactively and develop them with foresight
• Advise and convince - You advise on investment, pension and financing solutions and enthusiasm clients for the BLKB service offering
• Personal initiative pays - In addition to centrally orchestrated campaigns, you plan and carry out your own sales activities
• Networking with flair - You detect potential, direct targeted towards specialists and create win-win situations
• The face of BLKB - At events and manifestations, you represent the bank, develop your network with pleasure and gain new clients

Your profile

• Experience that counts - You have at least 5 years of professional banking experience in customer service and are a mortgage expert
• Passion for finance - Investment, pension, mortgages: you are passionate about these subjects and your commercial success is proof of it
• Communication talent with charisma - You are eloquent, enjoy human contact and seduce through your positive radiance and your open nature
• Spirit of initiative - Taking initiatives, working in a structured manner, implementing in an organized fashion - it is your DNA
• Qualification or ambition - You are already a financial advisor/financial planner or motivated to start this training

Your advantages

• Modern corporate culture - Open culture of informal address (tutoiement), digital work and casual attire
• Generous leave scheme - At least 27 days of leave
• Continuous training encouraged - BLKB covers the costs of your professional development and actively supports you
• Adapted flexibility - Flexible hours and possibility of teleworking
• Fair conditions - Industry-compliant and fair salary as well as optimal insurance benefits
• Attractive advantages - Reductions such as Reka money and other advantages

Curious? Then apply now - we look forward to meeting you!