Private Client Advisor in Wealth Management (m/f/d)

• 15 October 2026
• 100%
• Indefinite duration
• Bern

Join DC Bank, a trusted institution in Bern. Benefit from a dynamic environment and development opportunities.

Tasks ##

• Advise clients on investments and financing.
• Develop a portfolio of private clients with tailored solutions.
• Participate in projects for the growth of the bank.

Skills ##

• Several years of experience in financial advisory and portfolio management.
• Networking and client relationship skills.
• Ability to work independently and with commitment.

You advise our female and male clients on investments, financing, and financial planning 6 in a personal, competent, and eye-level manner

Full-time or part-time, 80 -100%
Start date by agreement
Bern
Experienced professionals

Do you succeed in holistic advisory? Do you maintain reliable and lasting client relationships? Do you want to shape your environment and evolve personally? Then you are in the right place with us!

DC Bank is a bank like no other: it was founded in 1825 by the city of Bern. With us, employees actively participate in building the future. We create and pursue opportunities that sustainably advance our female and male clients. As one of the oldest financial institutions in Switzerland, we focus on wealth management and advisory as well as regional mortgage credit, primarily for private clients.

We offer a simple and dynamic working environment with room for professional and personal development as well as a collegial and motivated team.

Your opportunities

• You will be part of a well-established team with varied tasks, a large margin of maneuver, and strong autonomy
• You will take charge of a portfolio of private clients focused on wealth management, portfolio-related wealth advisory, primary residence financing, and private pension - and continuously develop it
• You will accompany and advise our demanding female and male clients holistically, identify potentials, and implement individual solutions
• You will develop solution-oriented financial or pension planning 6 adapted to our clientele's objectives
• You will actively engage in market development and win new target female and male clients for our bank
• You will actively participate in projects and thus make a valuable contribution to the development of the bank

You bring

• Several years of professional experience in accompanying wealthy female and male private clients
• In-depth knowledge in the areas of investment, financing, and pension
• A confident and engaging attitude as well as the pleasure of conquering new clients
• Pronounced networking skills to sustainably maintain and develop your solid relational network in Bern and its surroundings
• Entrepreneurial thinking and action, personal initiative, and visible commitment in the implementation of your responsibilities
• Industry-compliant education and continuing education for this attractive job profile

Other benefits

• Industry-compliant employment conditions and social benefits
• A central workplace located in the city center of Bern
• Flexible hours, possibility of occasional teleworking as well as 25 - 35 days of leave
• Preferential conditions for the bank's own service offerings and many extras

Do you have questions about the position?
Emilia Marcolino
Head of Wealth Management
031 328 85 44

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We will contact you quickly as soon as we have carefully examined your application.
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