Private and business customer advisor (a)

Job description: Private and business customer advisor

What you can expect

• You enjoy accompanying, advising and supporting your customers in their financial lives.
• You take a pragmatic, coordination- and business client-oriented approach to the financing of your own business/company and its individual investment solutions (loans, investment products, pensions/tax and inheritance law) and contribute your expertise when it comes to providing support and individual solutions for business and private clients.
• Together with experts, you show your customers and clients possible future prospects.
• Of course, we are also delighted when you succeed in winning new customers for AKB.

What you bring with you

• You have completed your banking-related basic training with a relevant vocational qualification (e.g. FH) in banking or the financial sector.
• You have experience in the private client business, particularly in the area of pension and investment products with good product knowledge of securities and investment products. You have a basic knowledge of Swiss banking law and your advisory skills.
• You are a team player who is passionate about others and maintains the importance of counseling and mentoring skills.
• You are open to new challenges and have an affinity for digitalization. Ideally, you have already gained experience in the field of digitalization.
• Your core competencies in a team with will, balance, respect, self-reflection and self-awareness, integrity and commitment characterize you.
• You are naturally open to new ideas and can familiarize yourself quickly and easily with new topics.

Total remuneration and fringe benefits

• Competitive total remuneration
• Training tools
• Discounts on banking transactions and membership of SBB
• Free SBB Half-Fare travelcard