Job offer
Private and business customer advisor (a)
Aargauische Kantonalbank is looking for a Private and Business Client Advisor (a) in Wetzikon to advise clients on financing, pension and investment matters and to acquire new clients for the bank. The position requires basic business training and core competencies in the areas of financing, pensions and investments.
Job description
Private and business customer advisor (a)
Tasks
- You enjoy advising your customers on financial, pension and investment matters.
- You support them in financing their properties (mortgages, building tax and land purchases), examine credit and financing concepts for business applications and other individual needs.
- Together with experts, you will show your clients possible deposit, income and wealth planning for their long-term prospects.
- Of course you are happy when you succeed in winning new customers for AKB.
Requirements
- You have completed your basic training in business administration with a vocational baccalaureate or a degree from a higher technical college (e.g. HWV, FH with a specialization in banking & finance or financial analysis).
- You have core competencies in the areas of financing, pensions and investments, a stable demeanor and a strong customer focus.
- You also like to think about billing and have an affinity for digital processes and tools.
- A successful day for you is when you are in contact with your customers and can support them in their business or private situation within the scope of our possibilities.
- You enjoy working in a team; open and respectful communication is important to you; you value an independent and solution-oriented way of working.
- Ideally, you already feel at home with us in the Wetzikon region.
Total remuneration and fringe benefits
- Competitive total remuneration
- Further education contributions
- Discounts on banking transactions and travel expenses
- Free SBB Half-Fare travelcard
Job details
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