Private Banker

What you can expect

• You enjoy developing and implementing innovative solutions for our portfolio of high-net-worth private clients.
• You enjoy handling market developments with confidence and meeting customer needs with flexibility.
• You enjoy analyzing financial and income situations to help build stronger relationships with clients.
• You are ready to assist your clients primarily during application and consultation meetings (asset management, personalized investment strategies) as well as with financing, taking into account tax and retirement savings.
• Working alongside experts, you’ll help your clients better understand their wishes, needs, and long-term solutions for estate planning, retirement planning, and tax optimization.
• You will perform representative duties and represent AKB at client events.

What you bring with you

• You began your career with basic training in banking or equivalent vocational training.
• You have several years of solid experience in wealth management or have completed further training in banking.
• You apply your entrepreneurial talent, your ability to think outside the box, and your capacity for initiative and responsiveness to the successful fulfillment of customer needs.
• You enjoy working with digital editing tools.
• Teamwork is just as important to you as a solution-oriented, goal-oriented, and results-oriented approach to work.
• For you, a successful day means being able to successfully complete one or two customer orders with the help of our specialists—whether on-site in Zollingen or, on occasion, directly at the customer’s location.
• Resilience, stamina, and a passion for banking—the bank spends more than 50% of its working hours at our locations in Zollingen.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education contributions
• Discounts on banking services and traveler's checks
• Free SBB Half-Fare travelcard