Corporate client advisor with a focus on succession planning (a)

Job description

What you can expect

• In terms of successful succession planning, you will integrate succession planning into our initial customer relationships for new customers. We support you with an established and proven process.
• You accompany SMEs from the sale of the company through to succession and focus on sustainable corporate client relationships.
• In our region, you are the first point of contact for succession planning.
• You will enjoy advising our regional corporate customers actively, competently and in line with their needs.
• You understand the different business models of corporate clients and find solutions tailored to their individual needs. This includes, for example, analyzing the balance sheet (SMEs, accounting, bookkeeping and rating requirements) or pension provision (retirement, risk coverage).
• As a corporate client relationship manager, you understand and master the role as an interface between our corporate clients and internal stakeholders, so that corporate clients, companies and entrepreneurs feel they are in the right place at AKB.
• You are active in the AKB action and external event network and contribute to the communication of internal and external topics.

What you bring with you

• You have a basic education in banking and/or business administration (e.g. diploma in banking FH; Master's degree in banking or corporate finance from a recognized university).
• You have sound specialist knowledge and several years of experience in the field of basic services, e.g. in the commercial sector.
• Ideally, you already have some experience in advising on succession planning and have a strong background in banking topics.
• You are an impact-oriented and independent doer.
• You can set yourself challenges and goals.
• Teamwork is important to you.

What we offer

• Competitive total remuneration
• Further education contributions
• Remuneration from banking transactions and Raiffeisen money
• Free SBB Half-Fare travelcard