Private Client Advisor (a)

What you can expect

• You enjoy advising and assisting your clients with financing, retirement planning, and investment matters.
• You focus on helping them achieve their own (business) goals, navigating tax law, and finding solutions for additional deductibles, while offering them both standardized and customized investment options.
• Together with experts, you will draw up long-term prospects for your clients using pension analysis, income and wealth planning.
• Of course, you're thrilled when you have the opportunity to bring in new customers for AKB.

What you bring with you

• You have extensive knowledge of financing, retirement planning, and investments, or you have already gained experience in advising private clients and are able to handle your advisory responsibilities.
• You have enhanced your career in banking by pursuing continuing education while working (e.g., to become a certified banking specialist).
• You enjoy taking on responsibility and have an affinity for digital processes and tools.
• For you, a successful day means being able to engage in lively conversations with our customers, whether in person or through our remote work options.
• You will begin working collaboratively with colleagues and across departments, as well as adopting an independent and self-directed approach to your work.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education contributions
• Fees on banking transactions and risk capital
• Free SBB half-fare travelcard