Job offer
Private Client Advisor (a)
Aargauische Kantonalbank is looking for a Private Client Advisor to advise and support clients in financing, pension and investment transactions and to acquire new clients. The position requires completed commercial training in the service or financial sector and experience in advising private clients.
Job description
Private Client Advisor (a)
Tasks
- Supporting and advising existing clients on financing, pension and investment transactions
- Assistance with the financing of life transactions (real estate purchases, condominiums and apartment buildings)
- Offering standardized and individual investment solutions
- Collaboration with experts to show customers long-term prospects
- Actively acquiring new customers for AKB
Requirements
- Completed commercial training in the service or financial sector or corresponding experience in private support
- Experience in pensions and investments, successful in advising private clients
- Consulting expertise
- Solid further training in business administration (e.g. federal certificate)
- Assumption of responsibility, affinity for digital processes and tools
- Strong network thanks to a dedicated team collective
- Independent and over-organized way of working
We offer
- Competitive total remuneration
- Further education contributions
- Discounts on bank transactions and travel money
- Free SBB Half-Fare travelcard
Job details
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