On behalf of our client, a renowned private bank, we are seeking a highly motivated and independent individual as a
Customer Advisor Polish Market (m/f/d) 80 - 100% (canton Vaduz / Zurich)
Responsibilities:
- Proactively cultivate the Polish market, focusing on acquiring new customers and assets.
- Serve as the central point of contact for all financial matters, providing comprehensive wealth management advice to your clients.
- Collaborate closely with highly qualified specialist teams to offer tailor-made solutions that meet individual client needs.
- Generate maximum value for your clients by leveraging the exceptional stability and security of the company.
- Uphold the company's values and foster long-term, sustainable customer relationships.
Profile:
- Banking or business education.
- Experience in private banking, ideally in the offshore sector.
- In-depth knowledge of banking products, particularly investment products.
- Entrepreneurial, proactive, and motivated work attitude.
- Established private banking client base and strong network in the Polish market.
- Detailed business plan outlining the existing network and potential customer pipeline.
- Fluency in English or German, and Polish.
- Willingness to travel regularly.
- EU/EFTA-passport or a valid work permit (C or B) for Switzerland
If you can identify yourself with the requirements of this challenging position, we look forward to receiving your application (English or German CV and certificates/diplomas).
For environmental and efficiency reasons, we would like to ask you to submit your application via our online application platform (click on "Apply") rather than by e-mail or by post.
Your contact person
Mrs. Larisa Pürro
Contact us
MEVELIN AG
Ruopigen Zentrum
6015 Luzern