Senior Private Client Advisor 80-100% (Banking Sector)

• Permanent position
• Part-time
• 8810 Region Horgen
• posted 3 hours ago

Very personal: Asanti is a specialized personnel service provider from Dietikon. We support job seekers and companies regarding all commercial, technical and industrial professions!

Very recently, we are looking for a reliable, motivated and very service-oriented personality as of immediately/by arrangement for our client as

Senior Private Client Advisor 80-100% (Banking Sector)

Main tasks:

• Holistic, needs-oriented advice and support of an existing client portfolio across all life stages
• Active further development and systematic expansion of the client base through targeted acquisition
• Implementation of sales and market development measures in coordination with the team
• Close cooperation with internal financing expert teams (e.g. mortgages)
• Participation in target group-specific market development measures and performing representative tasks

Your profile:

• Completed commercial basic training and higher education (FH, Bachelor, financial planner or similar)
• Verifiable and broad professional experience in private client advisory with own client portfolio (Bank)
• Strong sales flair, high service orientation and enjoyment of customer contact
• Winning appearance as well as high social and communication competence
• Proficient in German, other languages (e.g. English) are an advantage