Private and business customer advisor (a)

Job description

What you can expect

• You enjoy advising and supporting your customers in matters of financing, pensions and investments.
• You support them in financing their properties (mortgages/pensions), in pension and estate planning and in developing standardized and individual investment solutions.
• Together with specialists, you show your customers possible investment and pension solutions.
• Of course, we are also delighted when you succeed in winning new customers for AKB.

What you bring with you

• You have completed your banking-related basic training with a part-time further training course (e.g. FH with a specialization in Banking & Finance or Financial Analyst).
• You combine core skills in the financing, pensions and investment business with the ability to understand clients' concerns.
• You have mastered your core competencies and are convinced that you can continuously develop and prove them.
• You like to avoid waste and have an affinity for digital processes and tools.
• A successful day for you is when you can maintain an exchange with your customers, whether in the office or elsewhere.
• Teamwork is important to you; we are a dynamic team that works in a steady and 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 rehab money
• Free SBB Half-Fare travelcard