Job offer
Private Client Advisor (a)
Aargauische Kantonalbank is looking for a Private Client Advisor to support clients in financing matters, manage pension and investment assets and acquire new clients. The position requires basic knowledge of stock exchange law and experience in the financial services sector.
Job description: Private Client Advisor (a)
Tasks
- You read and process your own extensive customer dossiers and develop them further with a great deal of time and expertise.
- You assist clients with the financing of their properties (detached and semi-detached houses, condominiums and apartment buildings) and offer them standardized investment funds.
- Together with experts, you show customers possible investment and pension options for their financial goals.
- You enjoy acquiring new customers.
- You enjoy supporting your customers in financial matters, looking after pension and investment assets and helping them in the process.
Requirements
- Basic knowledge of stock exchange law (e.g. financial service provider, banking specialist, investment and financial advisor) or commercial training in the financial services sector.
- Several years of experience in financial, pension and investment consulting.
- Good networking and proactive communication.
- You are a good communicator and are looking for challenges that you can solve independently.
We offer
- Competitive total remuneration.
- Further training/benefits.
- Discounts on banking services and retail money.
- Free indoor swimming pool subscription.
Job details