Private banker (a)

Job description

Tasks

• Development and management of a client portfolio of asset managers and entrepreneurs
• Assessing market developments globally and analyzing and evaluating news and developments that AKB has to offer
• Blending asset and income management concerns and further developing the client relationship
• Supporting clients in matters (asset management, individual investment strategy) and survivor support, taking into account tax and pension issues
• Working with professionals to provide clients with financial, tax, estate planning, tax advisory and estate planning services in line with the times
• Taking on repetition tasks and administrative tasks

Requirements

• Recognized apprenticeship, Bachelor's degree or equivalent vocational training or corresponding further training
• Several years of sound experience in client advisory services, ideally in private banking
• Value-driven talent, service competence and the ability to act and react
• Implementation of digital work experience
• Team player with an independent and goal- and result-oriented way of working
• Experience in the Aargau region and an established network (ideally)

We offer

• Competitive total remuneration
• Further training opportunities
• Benefits from banking transactions and Raiffeisen money
• Free SBB Half-Fare travelcard