Private Banker (a)

What you can expect

• You enjoy building and maintaining a long-term portfolio of high-net-worth individuals and corporate clients.
• It is your responsibility to monitor market activity on a daily basis and analyze news and developments that are relevant to AKB.
• You enjoy analyzing a client’s financial and income situation to help build the relationship.
• You primarily advise your clients on investment matters (asset management, personalized investment strategies) as well as on financing options, taking into account tax and retirement savings.
• Working alongside experts, you will provide your clients with expert solutions in the areas of estate planning, retirement planning, and tax planning/structuring, helping them build long-term financial security.
• You will perform representative duties and represent AKB at client events.

What you bring with you

• You have successfully completed your vocational training with either a basic banking program or a business administration program.
• You have several years of solid experience in relationship management and are interested in furthering your education in banking.
• You demonstrate your sales skills, willingness to learn, and ability to attract new business through your active participation in the company culture.
• You enjoy working with digital communication tools.
• You consider teamwork to be just as important as a collaborative, goal-oriented, and results-driven approach to work.
• For you, a successful day means being able to offer solutions to your clients together with our partners—whether on-site in Zurich or directly at the client’s location.
• Zurich keeps you moving.
• You're interested in self-motivation and independence in your daily work.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education contributions
• Discounts on banking services and Reisa money
• Free SBB Half-Fare travelcard