Kundenberater / Kundenberaterin Basis

Conduct individual customer service for private clients with assets up to CHF 200'000, performing comprehensive financial assessments and developing tailored product recommendations. Execute targeted activities to strengthen existing relationships and acquire new contacts while collaborating with specialists in financing and estate law. Provide on-site support at the counter during peak times to ensure smooth operations and guide clients toward advanced segments like private banking. Requires a commercial finance background, direct customer interaction experience, and strong communication skills. Located in Reichenburg (SZ) within a team focused on long-term partnership building.