Il y a moins d'1 semaine
Advert-ID: 15043746

Client Advisor - DE/FR/EN - Permanent Contract - Banking Sector

You have a first experience in the banking sector as a Client Advisor ? You speak fluently German (Swiss-German), French and English ? You put a focus on delivering an exceptional service to customers ? We are waiting on your application !

About the role

For our client, a Geneva-based banking institution, we are looking for their future Client Advisor. You will be based in Geneva and will have the opportunity to integrate a young, dynamic and digital environment.

Job duties

  • Identify and analyze the needs and concerns of the customer in order to provide the most suitable advice
  • Provide advice on the topics raised by the customer
  • Generate value and tailored reports for the customer
  • Address customer service related concerns
  • Build trust with the customer in every contact with him/her

We are looking for

  • University degree and/or banking apprenticeship or similar
  • 2 to 5 years of experience in the Swiss financial services industry in advisory roles
  • SAQ certificate for Retail or Wealth Management is mandatory
  • High client and service orientation, with mindset of delivering exceptional service to customers
  • Strong client relationship skills as well as excellent communication skills
  • Have a deep knowledge of the offered investment opportunities
  • Be aware of the current regulatory requirements and policies
  • Comfortable with utilization of latest digital technologies for contact with customers
  • Fluent in English, German and French is a must (oral and written), Italian would be a plus
  • Interest in financial markets
  • Proactive, dedicated and motivated

Client information

Our client is looking for a candidate able to treat each customer in a personalized manner, and provide an exceptional experience. The candidate needs to be able to feel customer interests as the number one priority.

Apply here!