Private and business customer advisor (a)

Job description

Private and business customer advisor (a)

Tasks

• You enjoy advising and assisting your customers with financing, pension, and investment matters.
• You will assist them with financing their real estate (mortgages, condominium ownership, and construction loan approvals), review loan applications for business customers, and differentiate between their standardized and individual requests.
• Together with experts, you show your clients their long-term prospects through succession planning, asset management, and wealth preservation.
• Of course, we would also be delighted if you succeed in attracting new customers to AKB.

Requirements

• You have supplemented your basic banking training with part-time continuing education (e.g., in banking and finance or financial planning).
• You have knowledge of financing, pension planning, and investment business (e.g., SMEs).
• You enjoy taking on responsibility and have an affinity for digital solutions and tools.
• For you, a successful day means being able to engage in lively exchanges with our customers, whether in person, on the phone, or as part of your work-smart opportunities.
• Working as part of a team with Hilvy, Nadine, Doris, Salma, Carmen, and Roger means that you immediately feel at home and can contribute your strengths and weaknesses.
• Ideally, you are already located in the Wetzlingen area.

We offer

• Competitive total remuneration
• Further education contributions
• Discounts on banking services and retro money
• Free SBB Half-Fare travelcard