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 maintaining your own client portfolio. The position offers competitive remuneration and further training opportunities in an open and approachable working environment.
Job description
What you can expect
- You are ready to build up, develop, maintain and expand your own extensive customer portfolio.
- You enjoy advising and supporting your customers on 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 customers possible pension, income and asset planning options for their long-term prospects.
- You also enjoy acquiring new customers.
What you bring with you
- You have a basic business education with a vocational baccalaureate or a degree in a related field (e.g. finance, HWV or FH with a specialization in banking & finance).
- You have several years of experience in the financing, pension and investment business and have the necessary professional and social skills.
- You like to take responsibility and approach people proactively.
- An easy day for you is when you can maintain a lively exchange with our customers, whether in the office or otherwise as part of our Work Smart opportunities.
Total remuneration and fringe benefits
- Competitive total remuneration
- Further education contributions
- Remuneration on bank gifts and reva money
- Free Haltax travelcard from SBB
Job details
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