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Private Client Advisor / Private Client Advisor with Deputy Branch Manager, 80-100%

Obwaldner Kantonalbank

Employment type
Full-time
Workload
100%
Location
Engelberg
Company
Obwaldner Kantonalbank, 6390 Engelberg
First posted
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Simply familiar, competent and dynamic, with customers at the center – that is Obwaldner Kantonalbank. As a universal bank, we promote the economic development of Obwalden and act responsibly and sustainably.

Are you looking for an interesting activity that fully corresponds to your competencies? Are you a down-to-earth and authentic person? Then we look forward to getting to know you.

Private Client Advisor / Private Client Advisor with Deputy Branch Manager, 80-100%

Your area of responsibility

  • Execution of holistic, comprehensive and needs-oriented consultations in the areas of financing, investing and retirement planning
  • Responsibility for an individual client portfolio
  • Continuous expansion and development of the existing client base
  • Acquisition of new clients
  • Completion of administrative tasks

Your profile

  • Banking professional with several years of experience in client advisory
  • Higher banking professional training, banking specialist, financial planner
  • High client and service orientation as well as enjoyment of advisory activities
  • Reliable and committed personality
  • Efficient and independent way of working
  • Flexibility for a versatile area of responsibility
  • High teamwork skills

Your perspective

A varied and interesting activity awaits you in a great and motivated team. Attractive employment conditions and an authentic corporate culture are just as much a part of it as the chance to develop individually professionally.

We look forward to your application.

Obwaldner Kantonalbank

Im Feld 2, 6060 Sarnen

Contact

Christoph Amstad, Head of Personnel & Development,

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Posted today

Location

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