Job offer
Private Client and Business Advisor (a)
The position of Private Client and Business Advisor (a) offers the opportunity to advise clients on financial matters, pensions and investments and to identify long-term development prospects. The ideal candidate will have extensive knowledge of finance, pensions and investments and be service-oriented.
Job description
Tasks
- Advising clients on financial matters, pensions and investments
- Assisting clients with the financing of their properties (mortgages, condominiums)
- Advising customers on overdraft facilities for business customers and their individual investment opportunities
- Identifying long-term development prospects together with experts
- Acquiring new customers for AKB
Requirements
- Comprehensive knowledge of financing, pensions and investments
- Service orientation and mastered appearance
- Professional experience in banking, ideally with in-service training (e.g. qualified financial advisor)
- Willingness to take responsibility and use digital processes and tools
- Ambitious start with lively exchange with customers
- Teamwork
- Ideally experience in the Basel, Bern, Lucerne or St. Gallen region
Total remuneration and fringe benefits
- Competitive total remuneration
- Further education scholarships
- Discounts on banking services and retail money
- Free SBB Half-Fare travelcard
Job details
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