Private Client Advisor (a)

Job description

Private Client Advisor (a)

Tasks

• We are pleased to be able to support and advise our clients on their financial, pension and investment matters.
• You support them in financing their solutions (real estate purchases, condominiums and apartment buildings) and offer them standardized and individual offer solutions.
• Together with specialists, you ensure that your clients have long-term pension potential by means of pension expenditure, income and asset planning.
• Of course, we would also be delighted if you attract new customers to AKB.

Requirements

• You have completed commercial training in the service or financial sector or already have relevant experience in the pension and investment sector in advising private and corporate clients and can demonstrate your advisory skills.
• You started your career in banking with an extra-occupational training program (e.g. federal certificate).
• You like to take responsibility and understand digital processes and tools.
• A dedicated team offers you the opportunity to build up an independent and long-term success story by maintaining a lively exchange with our customers, whether in customer meetings or in other ways.
• Ideally, you will already feel at home in the Möglingen region and the surrounding area.

We offer

• Competitive total remuneration
• Further education contributions
• Discounts on banking transactions and travel and salary accounts
• Free SBB Half-Fare travelcard