Private and business customer advisor (a)

Job description

What you can expect

• You enjoy advising and supporting your customers on financing, pensions and investments.
• You will assist them with the financing of their properties (mortgages/ mortgages), examine credit and financing concepts for business operations and offer individual investment solutions.
• Together with experts, you will show your clients medium-term opportunities and wealth planning in their long-term perspective.
• Of course, we are also delighted when you succeed in winning new customers for AKB.

What you bring with you

• You have completed your basic business training with a vocational baccalaureate (e.g. KV) or a university degree.
• Ideally, you have worked in the financial sector or have passed the banking specialist or financial analyst exam.
• You have a constant knowledge of the financial environment, pensions and investments or have acquired this knowledge in practice and are therefore a recognized and therefore have proven your advisory skills.
• You enjoy demonstrating different things and have an affinity for explaining specialist topics and tools.
• A successful day for you is when you can maintain a lively exchange with our customers, whether in the office or at another location.
• Teamwork is important to you and you enjoy working with Willy, Beatrice, Daniel, Susanne, Caroline and Roger.
• You know how to work independently and in a solution-oriented manner.
• Ideally, you already feel at home in the Wettingen region.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education contributions
• Discounts on banking transactions and travel expenses
• Free SBB Half-Fare travelcard