Job offer
Private and business customer advisor (a)
Aargauische Kantonalbank is looking for a Private and Business Client Advisor (a) for the Wettingen branch to advise and serve clients on financing, pension and investment matters. The position offers an individual, attractive future in an open-minded and diverse working environment.
Job description
Tasks
- Advice and service for private clients on financing, pension provision and investment issues
- Assisting clients with the financing of their properties (mortgages, building loans, rent/energy expenses)
- Offering financing and advisory solutions for tax, legal and estate planning
- Demonstrating medium-term investment, income and wealth planning solutions for clients
- Acquiring new customers for Aargauische Kantonalbank
Requirements
- Basic training relevant to banking as a banking specialist (m/f/d, e.g. BH) or an equivalent final apprenticeship examination
- Ability to identify core topics in the financing, pension and investment business and access them in the product support tool
- Proof of consulting skills
- Confidentiality and affinity for digital processes and tools
We offer
- Competitive total remuneration
- Further education scholarships
- Discounts on banking services and travel expenses
- Free SBB Half-Fare travelcard
Job details
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