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

Asanti AG

Employment type
Full-time
Location
Horgen
First posted
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• 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

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