Private Banker

What you can expect

• You enjoy developing and implementing innovative solutions for our portfolio of high-net-worth private clients.
• You enjoy dealing with market developments in a structured manner and meeting customer needs and requirements.
• You're struggling with the integration of asset and income analyses for the purpose of expanding the client portfolio.
• You will primarily advise your clients on matters such as asset management and personalized investment advice, as well as estate planning, taking into account tax and retirement savings.
• Working with experts, you will prepare customized estate plans and tax strategies/optimization plans for clients in a timely manner!
• You will perform representative duties and represent AKB at client events.

What you bring with you

• You have successfully completed your vocational training with a basic banking apprenticeship or an equivalent commercial apprenticeship.
• You have several years of solid experience advising and supporting private clients, ideally in private banking.
• Your sales skills, strong numerical aptitude, and ability to generate new business make you an ideal candidate.
• You enjoy working with digital consulting tools.
• Teamwork is just as important to you as working independently and in a goal- and results-oriented manner.
• For you, a successful day means acquiring new customers, either through our partner banks or by building relationships directly with customers.
• You work independently and flexibly in the Zurich and Zofingen area—you’re well-established there and have built up a network.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education contributions
• Discounts on banking services and travel money
• Free SBB half-fare travelcard