Customer Advisor Individual Customers Switzerland 80 - 100 %

Customer Advisor Individual Customers Switzerland (m/w/d) 80 - 100 % This is who we are We are the leading bank in the Schaffhausen region. With around 390 committed employees, we work daily to advise and support private individuals and companies in the best possible way. We expect all our employees to make a valuable contribution to the success of our bank. Do you want to help shape the financial center of Schaffhausen? With us, you will find a dynamic work environment, exciting projects, diverse development opportunities, and a culture based on trust and mutual respect. Become part of our team - we look forward to you! Customer Advisor Individual Customers Switzerland (m/w/d) 80 - 100 % Your tasks You will accompany our customers through various phases of life in the areas of provision, financing, and investments You will manage your own customer portfolio independently and actively develop it further You will identify and utilize the potential of existing and new customers and acquire new customer relationships with enthusiasm You will advise engagedly and find simple solutions for basic services, investments, and provisions You will advise on both mandate solutions and portfolio-related investment advice You will actively engage in customer events and internal projects You will continuously monitor the financial markets and recognize new investment opportunities for your customers at an early stage Your experience and personality You have completed banking training, ideally supplemented by a higher professional education (banking or business administration) You have several years of consulting experience and can provide a convincing proof of performance You have in-depth knowledge of financial markets, mortgage business, and regulatory requirements in the banking sector You are very familiar with the topics of provision, taxes, and inheritance in Switzerland You have an SAQ certification or are willing to acquire it You convince with pronounced acquisition skills and actively contribute to team success You have a customer-oriented mindset and a sovereign and winning appearance Our promise With us, you will find an exciting environment where a lot is happening. We offer you scope for your ideas and impulses, as well as a wide range of training and further education opportunities. jid2918d00jm jit0418jm jiy26jm