Customer Advisor: Consulting Team

Customer Advisor: Consulting Team (m/w/d) Welcome to the Consulting Center, the central entrance window of LUKB! The Consulting Center acts as the digital entrance channel of LUKB, is the first point of contact and is the competence center for team-supported customers in the areas of basic products, savings, investments and provisions. For the Consulting Team in Root D4, we are looking for an upright, competent personality for the Services department: Customer Advisor: Consulting Team (m/w/d) Your job at a glance What you achieve with us Processing of telephone and digital customer inquiries Conducting telephone short consultations and triage to customer consulting (cross-selling) Hub function for the delivery and pickup of digital assets Responsible for clarifying legal issues (e.g. handling of child assets) Receiving and processing securities transactions (execution only) on the Trading Line What you bring Completed banking training and several years of professional experience with a pronounced interest in investment business Communication strength, customer orientation and commitment characterize you You work efficiently, proactively and bring flexibility and interest in new technologies Your patience and stress resistance help you to remain calm even in demanding situations Taking responsibility and achieving team successes motivates you Your benefits with us More time for you With us, cantonal and regional holidays are paid. Additionally, you can expect sabbaticals and extra vacation days for your service anniversary. Flexible working Choose an individual work model and divide your working time yourself. Family-friendly Benefit from a generous maternity or paternity leave and additional family allowances. Strong provision With our company-owned pension fund, you are on the safe side. Individual development We support you in your internal and external training and further education, so you stay up to date. Exclusive benefits Staff conditions for LUKB products and many external discounts save your wallet. HR Business Partner jpid2adac91jm jit0727jm jiy26jm