CareerPlan

Senior Privatkundenberater*in 80-100%

SchweizFull-time2026-10-29 → 2026-10-30

Core

Provide holistic, needs-oriented advice and care for an existing customer portfolio across all life phases, actively develop and systematically expand the customer base through targeted acquisition, and implement sales and market measures in coordination with the team.

Role type

Senior Private Banking Advisor

Builds

Customer relationships and sales for a bank

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Holistic customer advisory, customer acquisition, sales execution, market development, collaboration with internal finance experts, representative tasks

Preferred skills

English language skills

Technologies

None stated

Responsibilities

Advise existing customers across all life phases, acquire new customers, implement sales and market measures, collaborate with internal finance experts, perform representative tasks