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The Private Client Advisor
Training Program

For individuals such as you, with a talent for advisory services and an interest in finance, this program opens the door to a career as a Private Client Advisor, with your own client base, in about a year.

Targeted - Practice Based - Intensive

The Private Client Advisor Training Program is geared toward those with an open and approachable personality, combined with advisory flair and excellent people skills. To be eligible for the program, you must have completed an apprenticeship, financial internship or high school diploma and, in particular, you must have several years' experience in banking, insurance, fiduciary services or a similar line of business.

You will receive on-the-job coaching from your line manager to help prepare you, step by step, for the responsibilities of your role as a Private Client Advisor. You will be introduced to our advisory process and the range of products that we offer, and learn how to use the software programs that will assist you in your future advisory capacity. We will also develop your advisory skills and train you in how to deal with clients in an appropriate professional manner. The program will be rounded off by placements in the relevant specialist areas.

Hit the Ground Running in 9 to 12 Months

In conjunction with the Private Client Advisor Training Program, you will also undergo Global Train To Relationship Manager (GTTRM) training. This intensive program comprises a mix of on-the-job and off-the-job modules lasting 9 to 12 months. Your individual training requirements will be analyzed when you first join, and we will then put together a tailor-made training package. On successful completion of the GTTRM program, you will be fully qualified to start your career as a Private Client Advisor at Credit Suisse.

A Look at the Training Program in Action

Daniela Schärz, Private Client Advisor (Member of staff in retraining) Position: Private Client Advisor, Berne In training from: Dec 2007 to May 2009 Motivation: The team, the clients, learning new things everyday Daniela Schärz on her job and prospects: To view (German) To read

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