Private Client Advisor (a)

Job description

Tasks

• You enjoy advising and supporting your customers in matters of financing, pensions and investments.
• You support them in financing their properties (company acquisitions, condominiums and apartment buildings) and offer them standardized and individual investment solutions.
• Together with specialists, you will create a long-term perspective for your clients by means of a pension analysis and income and wealth planning.
• Of course you're happy when you have the opportunity to win new customers for AKB every day.

Requirements

• You have extensive knowledge of financing, pensions and investments and your personality makes you a proven professional driver.
• You have supplemented your professional training in the financial sector with in-service training (e.g. graduate financial analyst).
• You enjoy taking on responsibility and have an affinity for digital processes and tools.
• A busy day starts for you when you can take on new tasks with our customers, whether in the office or elsewhere as part of our activities.
• Teamwork is important to you and you also have an independent and self-reliant way of working.
• Ideally, you already feel at home in the Mägen region and the surrounding area.

We offer

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