Private Banker

What you can expect

• You enjoy developing and managing innovative solutions for a portfolio of high-net-worth private clients.
• You enjoy making sound assessments of market conditions and generating sustainable returns while optimizing risk.
• You enjoy conducting asset and income analyses to help build and strengthen client relationships.
• You will primarily advise your clients on matters such as asset management and personalized investment strategies, and for corporate clients, you will also address tax and retirement planning issues.
• Working alongside experts, you will handle estate matters, tax adjustments, and tax conversions for clients in a timely and professional manner.
• 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 a relevant college degree.
• You have several years of solid experience in wealth management, have proven yourself in challenging advisory situations, or have a knack for advising clients.
• You attribute our ability to provide profitable customer service to your sales talent, consulting skills, and ability to take initiative.
• You enjoy working with digital consulting tools.
• Teamwork is just as important to you as a structured and efficient approach to work.
• For you, a successful day means being able to offer customer-focused solutions and handle inquiries professionally.

We offer

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