Bank advisor cover letter: example and tips

A complete cover letter for bank advisor jobs in Switzerland, what recruiters in the field look for, and the openings available right now.

What the recruiter wants to read

Your training (banking apprenticeship, federal certificate, SAQ certification) and the client segment you serve.
Your portfolio size and results: assets under management, new clients, sales.
Your knowledge of regulation (FinSA, AMLA) and your languages.

A complete example

Names and facts are made up: replace each one with your own. A copied letter shows, an adapted one gets read.

Example

Subject: Application for the private client advisor position

Dear Mr Delacrétaz,

Your bank is looking for a private client advisor for its Vevey branch. I have managed a portfolio of private clients for five years and want to join a bank rooted in the region.

SAQ-certified, I work at Banque Lémanique, advising 320 clients on mortgages, pensions and investments. Last year I opened 45 new relationships and grew my portfolio’s assets under management by 11%, within the FinSA framework and compliance requirements.

Your closeness to local clients and your reputation in home financing make me want to join you.

I speak French, German and English. My notice period is three months, and I would be glad to meet you.

Kind regards,
Émilie Ruchet

Enclosures: CV, work references, diplomas