Investment advisor (f/m/d) with branch office responsibility

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What can you expect?

• Office responsibility for the location in Schinznach
• Comprehensive and active management of an existing client portfolio with a focus on investment and financing
• Co-responsibility for the continuous expansion and maintenance of the investment business with wealthy private clients
• Developing needs-based solutions that take into account the customer's individual wishes, goals and life situation
• Active sales of our diverse range of products in the areas of investment, financing, retirement planning and pensions
• Ensuring holistic advice and support through close cooperation with other specialist departments of the bank
• Collaboration in target group-specific market development measures such as campaigns, events and representative tasks
• Active participation in bank and client events and representation of the bank to the outside world

What are you bringing with you?

• Completed commercial training, ideally with further training in banking or finance
• Several years of experience in the same/similar function (e.g. as a PKI consultant with a focus on investment/HNWI)
• Independent, reliable and goal-oriented way of working as well as strong customer and sales-oriented thinking
• Empathic and solution-oriented consultant personality with a winning and competent demeanor

We offer

• Room for initiative
• Flexible working models
• Personal and professional development
• Meaningful and varied work
• Purchase of additional vacation weeks
• Open, agile way of working on a first-name basis
• Young and dynamic team
• Flat hierarchies and proximity to management
• Modern workplace
• Generous support for further training
• Flexible working hours
• Above-average employee benefits with innovative solutions
• Additional amenities such as free parking, coffee etc.