Private Client Advisor (a)

Job description

Tasks

• You are enthusiastic about advising and supporting our customers on financing, pensions and investments.
• You assist them with the financing of their properties (mortgages, mortgages and apartment buildings) and offer them standardized and individual investment solutions.
• Together with experts, you will draw up long-term prospects for your clients using pension analysis, income and wealth planning.
• Of course you are happy when you win new customers for AKB every day.

Requirements

• You manage one of the most extensive credit departments in the Swiss financial center with in-depth specialist expertise and are able to provide advice at the highest level and master your advisory tasks.
• You can keep your professional career in banking on track with in-service training (e.g. financial services specialist, qualified financial advisor).
• You enjoy taking on responsibility and have an affinity for digital processes and tools.
• A successful day for you is when you can take care of new payments with our customers, whether in the office or elsewhere as part of our flexible working hours.
• You describe the teamwork with you as great, helpful and binding, as well as an independent and autonomous way of working.

We offer

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