Private Banking-Spezialistin

Vor 5 Tagen


Zürich, Zürich, Schweiz Bank Cler Vollzeit

Unsere Kunden erwartet sehr viel von uns. Deshalb suchen wir nach einer verlässlichen Beraterin, die unsere Kunden im Private Banking Bereich unterstützt.

Ihre Aufgaben
  • Organisatorische Unterstützung der Leiterin Private Banking und der Kundenberatenden.
  • Anlagevorschläge erstellen und Börsenaufträge selbständig abschließen.
  • Kreditanträge erstellen und Immobilien toolgestützt bewerten.
  • Kunden begeistern und unsere Produkte und Dienstleistungen präsentieren.
Voraussetzungen
  • Erfahrung im Finanzsektor und Kenntnisse im Vertrieb.
  • Spaß daran, mit verschiedenen Stellen zu kommunizieren.
  • Innerer Antrieb und Fähigkeit, sich weiterzuentwickeln.
  • Offenheit gegenüber neuen Technologien und Digitalisierung.
Weitere Informationen

Bei Fragen zu diesem Job freuen wir uns über Ihren Anruf. Bitte sprechen Sie mit Maristella Dell'Anna, Leiterin Private Banking oder Marijan Davidovic, HR Business Partner.



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