Senior Customer Advisor (100 %)

Founded in 1932, the private bank Maerki Baumann & Co. AG has focused for generations on its core competencies in investment advisory and asset management, as well as in the support of independent asset managers. The very solid equity base testifies to the high independence and security of the Zurich-based family company. Furthermore, the modular investment solution and the services in the area of blockchain or crypto underscore the innovative strength of the private bank, which was awarded as <<Long-standing Quality Leader>> by the business magazine <<Bilanz>>. To strengthen our <<Private Banking International>> department, we are looking for a committed personality as a Senior Customer Advisor (100 %) with a focus on the German market. Areas of responsibility * Support, analysis, further development, and expansion of a Private Banking client portfolio with a focus on the German market * Regular business travel to Germany, including participation in client events and client visits on site * Holistic advice and support for sophisticated Private Banking clients * Proactive sale of the asset management solutions of Maerki Baumann & Co. AG * Development of customer-specific investment proposals with the support of modern advisory applications as well as internal bank or external specialists * Targeted use and expansion of your personal relationship network to strengthen market positioning in Germany. Education/Experience * Completed bank or finance-specific training (university/technical college) or commercial training with further training in the financial sector * Convincing, multi-year track record as a customer advisor with a focus on Germany and client networks * Very good knowledge of the German Private Banking market, including culture, mentality, customer needs, investment preferences, as well as legal-regulatory frameworks * Multi-year experience in the areas of advisory and sales as well as in the support of German Private Banking clients * Very good German and English skills. Personal Characteristics * Proven competencies in the area of support and further development of wealthy clients * Consistent customer/service orientation and pronounced quality thinking * Independent, committed, reliable, and integral personality * Impeccable manners, excellent communication skills, winning appearance, absolute discretion, and loyalty. Please submit your complete application documents via the application button. Annette Käppeli and Livia Wyler look forward to meeting you. We consider only direct applications. [Apply now](< >)Maerki Baumann & Co. AG, Dreikönigstrasse 6, CH-8002 Zürich, T , j4id10388412a j4it0937a j4iy26a