Corporate Client Advisor Direct Bank

80% - 100% | Banking Operations, Sales and Client Advisory | Zürich | Experienced Professionals

With a lot of passion, together with your colleagues, you support more than 70,000 corporate clients along their most important business events. You accompany SMEs from founding through the growth phase to business succession and also advise on the private concerns of the entrepreneurs. In doing so, you act as a reliable contact person and combine professional competence with proximity to the clientele. Your workplace is located centrally in the lively Kreis 5 near the Hardbrücke station, alternating with regular assignments in our branches in Oerlikon and Dietikon. If you enjoy working with corporate clients and want to actively help shape the future of our division, then you fit well with us.

Your Tasks

• Advising founders for a fast and smooth start into self-employment
• Providing telephone and personal consultations both for corporate clients (corporate and real estate financing, money transfers, investments, pension schemes) as well as for the private concerns of the entrepreneurs (real estate financing, investments, pension schemes) Checking, applying for and approving financing (incl. mortgages, leasing and loans) as well as monitoring credit engagements
• Active identification of needs and potential as well as structured potential recognition and exploitation with the help of our digital advisory platform

Your Profile

• Completed banking apprenticeship or equivalent training with corresponding banking experience
• Higher education or currently in training for such (Federal Diploma of Higher Education, Higher Vocational College, Bachelor or comparable degree in the field of Business Administration or Banking and Finance)
• Experience in the financing and investment business
• Enjoyment of the ideas and challenges of companies and their owners
• Strong communication skills and experience in client advisory via telephone and in personal conversation
• Very good German and English skills, further language skills are a plus

Our Offer

• Motivated, self-organized and cheerful team that is looking forward to meeting you
• Our way of working is self-determined - this brings responsibility, offers opportunities for design and freedom
• We invest a lot in our employees and offer individual training opportunities
• Various events and internal networks offer you the opportunity to network quickly
• Attractive overall package, which in addition to the attractive basic salary and variable compensation offers many benefits and discounts - from A as in retirement provision to Z as in zoo tickets

Your Contact

Fabian Herzig
looks forward to helping you.
Telephone: 044 292 27 96