Private Banker

What you can expect

• You enjoy developing and selling solutions to high-net-worth private clients.
• It is your responsibility to carefully analyze market developments and evaluate news and updates that are relevant to AKB.
• The assessment of financial and income situations is intended to foster the development of the customer relationship into a long-term, stable, and sustainable one.
• You will primarily advise your clients on investment matters (asset management, personalized investment strategies) as well as estate planning, taking into account tax and retirement planning considerations.
• Working alongside experts, you will develop customized estate planning solutions and tax optimization strategies for your clients, with a focus on long-term goals.
• 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 another relevant program.
• You have several years of solid experience in advising private or business clients or in banking-related professional development.
• Your sales skills, customer-service mindset, and adaptability make you an ideal candidate.
• You enjoy working with digital communication tools.
• Teamwork is just as important to you as a solution- and results-oriented approach to work.
• For you, a successful day means being able to help your customers with meaningful information—whether that’s on-site in Zofingen or, on occasion, directly at the customer’s location.
• Ideally, you have a strong presence in the Zofingen area and have built up a network of contacts.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education contributions
• Discounts on bank transactions and Reka money
• Free SBB Half-Fare travelcard