Personal Banking Advisor

What you can expect

• You're ready to take on your own extensive client portfolio and manage it with professionalism
• You will support our existing teams
• You enjoy advising and assisting your clients on financing, retirement planning, and investment opportunities
• You will assist them with financing their properties (single-family homes, condominiums, and multi-family homes) and offer them standardized investment opportunities

What you bring with you

• You already have a college degree in business administration (e.g., Certified Public Accountant, HWV, Business Administration)
• You have several years of experience in the fields of financing, retirement planning, and investments, ideally with a focus on client management
• You enjoy taking on responsibility and proactively reaching out to people. You’re not just a financial advisor—you’re also a host
• For you, a typical day involves engaging in lively conversations with our customers, whether at the office or elsewhere as part of our Work-Smart-Angels program
• Your work in Brugg, Chur, Baden, Muri, Wohlen, Aarau, Lenzkirch, Rothrist, Roger, and Kopp is characterized by teamwork. You’ll also work as part of a team or at various locations, adopting an independent and self-directed approach to your work.

Total remuneration and fringe benefits

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