Senior Kundenberater Basis
Hybrid
Core
Proactive customer acquisition and advisory in investment, pension planning, and savings at a regional Swiss bank.
Role type
Senior customer advisor (banking)
Builds
Individual banking solutions and portfolio management for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer advisory, needs analysis, portfolio management, proactive sales, digitalization affinity
Responsibilities
Proactive customer outreach, comprehensive advisory conversations, needs analysis, portfolio management, campaign execution