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, treasury bonds), examine credit and financing concepts for business customers and offer individual investment opportunities.
• Together with experts, you will show your clients possible investment strategies, income and wealth planning with attractive prospects.
• Of course, you're also happy when you manage to win new customers for AKB.

What you bring with you

• You have completed your banking-related basic training with a vocational baccalaureate (e.g. RH, HWV).
• You have knowledge of the financing, pension and investment business and are up to date; further training is important to you and you demonstrate your advisory skills.
• You prefer a collaborative team style and have an affinity for digital processes and tools.
• A successful day for you means maintaining a lively exchange with our customers, whether in the office or on the phone/remotely.
• You really enjoy working in a team with Willy, Beatrica, Daniela, Sofia, Giuseppina and Roger, as their approach is appreciative and solution-oriented.
• Ideally, you already feel at home in the Wetzikon region.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education scholarships
• Discounts on bank transactions and Reka money
• Free SBB Half-Fare travelcard