Job in Switzerland: Individual Customer Advisor - Hardin, United States - Skyline Solutions

Skyline Solutions
Skyline Solutions
Verified Company
Hardin, United States

3 weeks ago

Meredith Sinclair

Posted by:

Meredith Sinclair

beBee Recruiter
Description

Hardin Job in Bubikon:
With your passion for consulting in the areas of investing, financing, and retirement planning, you will provide professional and joyful support to our clients and be responsible for your own customer portfolio in the retail banking segment


Your responsibilities include:

  • Acquiring new customers and actively contributing to the expansion of our customer business to further position our branch in the market
  • Providing comprehensive advice to assigned individual customers in the areas of investing, financing, and retirement planning
  • Identifying customer needs and actively promoting standardized products tailored to those needs
  • Referring customers with more complex needs to the appropriate internal sales units (private banking, corporate clients, advisory center)
  • Independently preparing credit applications and fulfilling other administrative tasks.
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