Private Client Advisor (a)

Job description

What you can expect

• You can expect a challenging and varied job in the investment and financing, pensions and investment business that will motivate and challenge you every day.
• As part of the financing of our overnight and fixed-term deposit transactions (single and multiple financing), you accompany our customers and offer them standardized and individual investment solutions.
• Together with experts, you create individual pension and wealth plans for your clients for long-term investment.
• Of course, we would also be delighted if you were to acquire new customers for AKB.

What you bring with you

• You have completed commercial training in finance and pensions or private wealth management or have successfully completed a relevant degree.
• You already have experience in the investment and financing, pension and investment business and have successfully completed your tasks independently and on your own responsibility.
• You have a strong customer and service orientation and enjoy dealing with people.

What we offer

Total remuneration and fringe benefits

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