Private Client Advisor (a)

Job description

What you can expect

• You enjoy advising and supporting your customers in matters of financing, pensions and investments.
• You will assist them with financing their real estate (business acquisitions, condominiums, and apartment buildings) and provide them with standardized and customized investment strategies.
• Working alongside experts, you’ll help your clients build a solid long-term financial future through retirement, income, and wealth planning.
• Of course, you’ll be excited to have the chance to bring in new customers for AKB every day.

What you bring with you

• You have extensive knowledge of financing, retirement planning, and investments, or you have already gained some experience in private banking, which enables you to effectively handle your advisory responsibilities.
• You can keep your banking career up to date by pursuing continuing education while working (e.g., Certified Financial Analyst).
• 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, meaningful interactions with our customers, whether in the context of our business relationship or through other internal channels.
• You will begin working collaboratively with colleagues and across departments, as well as developing an independent and self-directed work style.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education contributions
• Remuneration on banking transactions and Reka money
• Free SBB half-fare travelcard