Private Client Advisor 80-100%

• 05 September 2026
• 80 - 100%
• Indefinite duration
• Seon

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Hypothekarbank Lenzburg (HBL) is an innovative and agile financial services provider, with a strong affinity for digitalization and the culture of Open Banking.

We are looking for reinforcement! Do you like interacting with people and do you convince through your friendly and open nature? Do you want to support our team in Seon with enthusiasm and commitment while maintaining an overview even in busy situations? Then become a member of our motivated team and let's build the future of HBL together.

Your tasks ##

• Advisory interviews in the areas of figures, savings, providence, and investment savings

Including active cross-selling (360° advice)

• Personal management of private clients at the counter, including cash management and maintenance of ATMs
• Transferring potential clients to the competent specialized advisors
• Administrative and professional support of our client advisors in the private and individual client area
• Development of our team clients as well as the possibility to build your own client portfolio
• Preparation of onboarding documents and active processing of commercial impulses

What you bring ##

• Completed basic commercial training, banking training an asset
• Experience as a private client advisor or in financial consulting
• Customer-oriented personality
• Personal initiative and willingness to perform
• Pleasant manners, communicative and stress-resistant

Our offer ##

• Modern and professional working environment
• Possibilities for continuous training and development
• Simple culture of using "tu"
• Attractive employment conditions
• Suitable for people returning to work or young graduates

Have we sparked your interest? Then apply online today - we look forward to receiving your complete application files.

We only accept direct applications.

Your contact ##

Patrick Künzli, branch manager Seon, tel. +41 62 769 78 52
Claudia Feusi, HR Business Partner, tel. +41 62 885 13 91