Salary by experience
View as table
| Experience | Salary (CHF) |
|---|---|
| 0-2 yrs | CHF 68'000 |
| 3-5 yrs | CHF 70'326 |
| 6-8 yrs | CHF 62'218 |
| 9-11 yrs | CHF 72'800 |
| 12-21 yrs | CHF 71'324 |
| 21+ yrs | CHF 60'000 |
Top HR
Swiss professionsBusiness, Administration & Tourism
Kundenberater/in Privatkunden
You advise private clients on finances, retirement planning, and real estate.
01 · Overview
What this profession is about
You guide private clients through investment decisions, mortgages, and retirement plans – in person, by phone, or digitally.
As a Kundenberater/in Privatkunden, you communicate directly with your clients. You analyze their financial goals and develop suitable solutions for investments, property financing, or retirement planning. You use various channels to stay always reachable. Trust and expertise form the basis for a long-term partnership.
FieldBusiness, Administration & Tourism
Education pathSpecialisation / Professional Function
IndustryBanking
Swissdoc 0.615.23.0
02 · Salary
What you can earn
✓ Strong salary match
Salaries reflect Swiss market data. Range covers entry to senior. Salary reference based on Banquet Chef. Based on 84 observations, updated 7 months ago.
Salary trend
+4% over decadeView as table
| Period | Salary (CHF) |
|---|---|
| 2014-2016 | CHF 67'600 |
| 2017-2019 | CHF 67'091 |
| 2020-2022 | CHF 70'850 |
| 2023-2025 | CHF 70'000 |
Top earning cantons
View as table
| Canton | Salary | Obs. |
|---|---|---|
| Zurich | CHF 71'500 | 29 |
Top paying industries
View as table
| Industry | Salary | Obs. |
|---|---|---|
| Catering / Hotel | CHF 70'200 | 67 |
| Banking / Financial institutions | CHF 60'000 | 7 |
03 · Pathway
How to enter and grow
Swiss training pathway available in the full profile
- 🎓 Kaufmann/Kauffrau Bank
Official education path
Entry is usually through initial training with a federal vocational certificate, preferably as a bank clerk.
Typical training path
Kaufmann/Kauffrau Bank
Prerequisites
- Grundbildung mit eidg. Fähigkeitszeugnis EFZ
- Vorzugsweise Kaufmann/Kauffrau Bank
Requirements
- Strong customer orientation
- Sales aptitude
- Negotiation skills
- Enjoyment of customer contact
Where this can lead
A career change is possible if you have initial business training. Further training to become a dipl. Bankwirtschafterin HF is advantageous for higher positions.
04 · Skills & fit
What it takes
Required skills
- Client orientation
- Sales aptitude
- Interest in business
- Negotiation skills
Personality fit
- Swiss career path
- Career transition
- Professional growth
05 · Daily reality
What the work feels like
Typical day
You sit at your desk and review documents for a mortgage application. At the same time, you call a client to answer questions about a new investment product.
- You hold personal advisory meetings with private clients.
- You clarify open financial questions by phone or in writing.
- You identify the individual needs of your customers.
- You advise your clients on various investment products.
- You support the application process for mortgages.
- You create individual retirement plans for the future.
- You maintain digital contact with your clients.
Working conditions
You work in bank branches or central advisory offices. Your office is often the place for confidential conversations and digital analysis.
Where to learn
- AKAD BusinessJungholzstrasse 43, 8050 Zürich
- Schweizerische Bankiervereinigung SwissBanking Aeschenplatz 7Postfach 4182, 4002 Basel
Strengths
- Client orientation
- Sales aptitude
- Interest in business
- Negotiation skills
Trade-offs
- High responsibility
- Regulatory pressure
- Stressful periods
- Digital adaptation
06 · Similar
