Job offer
Private Client Advisor (a)
The position of Private Client Advisor (a) at Aargauische Kantonalbank in Brugg involves supporting and advising clients on financing, pension and investment matters as well as building up and developing your own client portfolio. The position requires a banking-related basic education, several years of experience in financing, pension and investment advice as well as strong advisory skills.
Job description
Tasks
- You are ready to build up and develop your own comprehensive customer portfolio and to maintain and expand it with a lot of heart and expertise.
- You enjoy advising and supporting your customers in "financing", "pension and investment matters".
- You assist them with the financing of their properties (single-family homes, condominiums and apartment buildings) and offer them standardized investment opportunities.
- Together with experts, you will show your clients which medium-term pension, income and wealth creation strategies are best suited to their long-term prospects.
- You also enjoy acquiring new customers.
Requirements
- You have successfully completed basic banking-related training with a vocational baccalaureate or commercial diploma (e.g. "Bankfachwirt*in", IIF or HF with a specialization in "Banking & Finance").
- You have several years of experience in financial, pension and investment advice with solid advisory skills.
- You like to take responsibility and approach people proactively.
- For you, a simple word means that you can maintain a lively exchange with our customers, whether in the office or otherwise as part of our Work Smart opportunities.
- Working in a team means just as much to you as an independent and solution-oriented way of working.
Total remuneration and fringe benefits
- Competitive total remuneration.
- Further education contributions.
- Discounts on banking transactions and retro money.
- Free SBB hall tax season ticket.
Job details
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