Increasing demand from customers for advice and the continuously changing situation of the financial markets require a high level of professional expertise from customer advisors.

Standards need to be established, which

  • ensure consistent quality of the “Bank Customer Advisor”
  • set a benchmark
  • define and document the knowledge and skills of the “Bank Customer Advisor”
  • promote confidence in the customers
  • are attractive and of value to customer advisors
  • are sustainable and credible.

SAQ has been accredited by the Swiss national accreditation body, Swiss Accreditation Service SAS to certify the “Bank Customer Advisor” according to international standard (ISO/IEC 17024).