Personal and Business Client Advisor (a)

Tasks

• You will be responsible for serving private clients and small businesses in three regions: Lebern-Bernau, Aare-Seeland, and Emmental.
• You will foster collaboration with colleagues (Correspondent Banking, administrative and advisory roles, and PGB—Product Managers for Corporate Structure Transactions) in the area of customer processes and customer experience.
• You communicate knowledgeably with your clients and—if they are interested—with their family members to address the topics requested by the private banker.
• You will help shape and restructure the processes and organization at the Olten site
• You are part of our private yet service-oriented circle: clients, family, leisure, knowledge/professional development, and self-actualization
• At AKB, you have access to a nationwide network of partners

Requirements

• You have completed a business administration program (at least MWK/WSV) covering the fundamentals of business administration
• You are familiar with and analyze typical banking and market products in the areas of loans, mortgages, insurance, investments, and personal retirement planning.
• You hold an RFS license recognized by multiple associations.
• You have excellent communication skills and advocate for your clients' interests
• You have experience in the areas of private banking and small and medium-sized enterprises
• You are familiar with open IT environments and IT tools, VAG, smartphones, tablets, iPads, etc.
• You can identify economic factors in daily news reports (energy, climate change, labor shortages, demographics, inflation, etc.)
• You can put your knowledge into practice as part of a team
• With your personality, you are the focal point for customers, who feel comfortable confiding in you, seeking information from you, and asking for your advice.
• Your strong communication skills in German at a high level
• You are well-versed in investment and financial planning, topics we cover at our entrepreneur meetings
• You have a Category B driver's license

We offer

• Competitive total remuneration
• Further training opportunities
• Discounts on banking products and bank funds
• Free SBB Half-Fare travelcard