Personal Banking Advisor

What you can expect

• You enjoy planning and advising our clients on their finances.
• You will assist our clients in financing their long-term goals and offer them both standardized and customized investment solutions.
• Working alongside experts, you will help our clients manage their estate planning matters and ensure that all deadlines and milestones are met on time.
• You represent the AKB in our efforts in the region and actively maintain its local network.
• You'll be able to attract new customers to AKB.

What you bring with you

• You have completed a business apprenticeship in the financial services and investment sector and are already successfully applying your skills in private and corporate consulting.
• Ideally, you have gained your professional experience in banking in the credit and securities sectors.
• You enjoy identifying investment opportunities and have an affinity for long-term retirement planning and investment solutions.
• For you, this means engaging in lively exchanges with our customers, whether at the office or through our Work Smart options.
• You enjoy working as part of a team, as well as working independently and proactively.
• Ideally, you already feel at home in the Wohlen region.

What we offer you

• Total remuneration and fringe benefits
• Competitive total remuneration
• Further education contributions
• Discounts on banking services and retail money
• Free SBB Half-Fare travelcard