Job offer
Private and business customer advisor (a)
Aargauische Kantonalbank is looking for a Private and Business Client Advisor (a) in Wetzikon to advise and support clients in financing, pension and investment matters. The position offers an attractive job in an open-minded and diverse working environment.
Job description
What you can expect
- You enjoy advising and supporting your customers in matters of financing, pensions and investments.
- You assist them with the financing of their properties (condominiums, apartment buildings), examine credit and refinancing cases for business customers and create individual offer solutions.
- Together with experts, you show your clients possible opportunities, income and wealth planning and their long-term prospects.
- 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 banking training with a vocational baccalaureate and/or an apprenticeship specializing in banking & finance or financial analysis.
- You have a sound knowledge of financing, pensions and investments and have already gained some experience in private banking. You also have a recognized title or are in the process of acquiring one.
- You like to demonstrate different things and have an affinity for digital processes 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.
- You enjoy working in a team with Willy, Beatrice, Doris, Sofia, Giuseppina and Roger as well as an independent and solution-oriented way of working.
- Ideally, you already feel at home in the Wetzikon region.
Total remuneration and fringe benefits
- Competitive total remuneration
- Further education scholarships
- Discounts on banking transactions and rehab money
- Free SBB Half-Fare travelcard
Job details
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