Job offer
Senior Client Advisor:in Investments
AEK Bank is looking for an experienced and service-oriented individual as a Senior Client Advisor:in Investments to support its investment team and attract new clients. The position offers an attractive working environment, personal responsibility and development opportunities in Thun.
Job description
Senior Client Advisor:in Investments 80 - 100%Tasks
- You gain new customers through targeted acquisition and build lasting relationships.
- They analyze markets and develop convincing portfolio strategies.
- You represent the bank at events and actively maintain your network.
Requirements
- Completed banking training, ideally supplemented by further training such as AZEK AWM, CWIM, DAS Private Banking & Wealth Management or Bachelor of Science FH in Banking & Finance.
- Several years of experience and sound expertise in private banking and portfolio management.
- Strong communication skills and a keen sense of customer needs.
We offer
- An ambitious team working together to shape the growth of the investment business.
- A personal and collegial working environment with short decision-making processes.
- A secure job with attractive additional benefits.
- A flexible working environment that offers scope for personal responsibility and further development.
Place of work
Your place of work is in Thun, directly on the beautiful Aarequai.Job details
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