Job offer
Private Client Advisor (a)
Aargauische Kantonalbank is seeking a private client advisor to advise and assist clients with financing, retirement planning, and investment matters. The ideal candidate has in-depth knowledge of financing, retirement planning, and investments, as well as some experience in private client advisory services.
What you can expect
- You enjoy advising clients on financing, retirement planning, and investment matters
- You assist them with financing their real estate (properties, condominiums, and apartment buildings) and offer them both standardized and customized investment opportunities
- Working with experts, you will help your clients identify medium- and long-term retirement planning opportunities, as well as income and wealth planning strategies for the long term
- You are able to identify customers' potential and refer them to the appropriate departments
What you bring with you
- You have in-depth knowledge of financing, retirement planning, and investments, and have already gained some experience in advising private clients
- Ideally, you completed your vocational training in banking through an apprenticeship followed by a certification as a financial specialist (e.g., “Financial Specialist”)
- You enjoy managing operations and have a knack for digital tools
- For you, an eventful day means having the opportunity to engage in lively conversations with our customers, whether through our Work Smart initiatives or in the office
- Working collaboratively with colleagues is second nature to you
- Ideally, you already feel at home in the region
Total remuneration and fringe benefits
- Competitive total remuneration
- Further education contributions
- Discounts on banking services and rehabilitation benefits
- Free SBB Half-Fare travelcard
Job details
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