Private Client Advisor (a)

Job description

What you can expect

• You enjoy advising and supporting private clients and companies on financing, pension planning, and investment issues.
• You assist them with financing their real estate (primary residences, second homes, condominiums, and multi-family homes) and offer them standardized and customized investment options.
• Together with experts, you will present private customers and companies with medium- and long-term pension solutions, income and asset investments, and contemporary investment opportunities.
• Of course you're happy when you succeed in winning new private customers and customers for AKB.

What you bring with you

• You have completed vocational training in finance, pensions, and investment, or have experience in advising private clients, and can look back on a track record of independently and confidently supporting your private clients and companies with their needs.
• You have successfully completed your vocational training in banking with part-time further education (e.g., certified business economist).
• You enjoy taking on responsibility and have an affinity for digital processes and tools.
• For you, a successful day means that you can maintain lively communication with our private customers and companies, whether in the service process or elsewhere in the course of our daily activities.
• Working as part of a team with enthusiasm, respect, and trust is just as important to you as being an independent and loyal employee.
• Ideally, you already feel at home in the Magden region and surrounding area.

Total remuneration and fringe benefits

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