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 position requires extensive knowledge of financing, retirement planning, and investment services, as well as a completed vocational training program in private or corporate client advisory services.
What you can expect
- You enjoy advising and assisting customers with questions regarding financing, retirement planning, and investments.
- You will assist them with financing their properties (mortgages, condominiums, apartment buildings) and offer them both standardized and customized investment solutions.
- Working with experts, you’ll help customers identify medium- and long-term opportunities and provide them with the necessary knowledge.
- You are able to identify customers' potential and refer them to the appropriate departments.
What you bring with you
- You have extensive knowledge of financing, retirement planning, and investment services, and have completed professional training in advising private or corporate clients.
- You gained your professional experience in banking primarily through your successful work in managing private and corporate clients ("Relationship Manager").
- You prefer providing personalized, hands-on support to customers and have a knack for digital tools.
- For you, a successful day means being able to engage in lively discussions with our customers, whether during consultations or within the team.
- Teamwork is important to you. You are flexible and contribute actively to our work-smart initiatives by working independently.
- Ideally, you already feel at home in the Wiettingen area.
Total remuneration and fringe benefits
- Competitive total remuneration
- Opportunities for continuing education
- Discounts on banking services and rehabilitation benefits
- Free SBB Half-Fare travelcard
Job details
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