Private Client Advisor (a)

Job description

Tasks

• You enjoy advising and supporting your customers in matters of financing, pensions and investments.
• You assist them with the financing of their properties (corporate, condominiums and apartment buildings) and offer them standardized and individual investment solutions.
• Together with experts, you will work with your clients to draw up a pension analysis and income and wealth planning for long-term prospects.
• Of course you're happy when you have the opportunity to win new customers for AKB every day.

Requirements

• You have extensive knowledge of finance (preferably a commercial apprenticeship/study) with solid, relevant professional experience in the financial services industry.
• You started your professional career in banking with an extra-occupational further training course (e.g. business administrator, graduate business economist).
• You enjoy taking on responsibility and have an affinity for digital processes and tools.
• A committed daily professional commitment for you if you can maintain close contact with our customers, whether in the office or elsewhere as part of our flexible working time models.
• You will work in a team with you and your trusted colleagues, as well as independently and autonomously.

We offer

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