Private Client Advisor, Private Client Advisor for Personnel Clients and Mortgage Service

Private Client Advisor, Private Client Advisor for Personnel Clients and Mortgage Service (a) A does not only stand for AKB, but for everyone who works at the most attractive employer in the Canton Aargau in an open-minded and diverse working environment. Although numbers are important to us, you are not a personnel number with us. We offer you an interesting activity with appreciation for your personality. Within AKB as well as in the application process, we maintain an appreciative and respectful "Du" culture. Dare to address us using "Du". What awaits you You are the first point of contact for the mortgage service of third-party institutions, which we process via AKB. You advise our employees on financial aspects from entry to exit at AKB, accompany them in the financing of their properties and offer them standardized and individual investment solutions. Together with specialist departments, you show your customers their long-term perspectives using pension analysis, income and wealth planning. The administrative processing of all transactions lies mostly within your own responsibility. What you bring with you This position is also suitable for trainee graduates. You have enriched your basic banking training with further training in business administration (e.g., financial planner) or you bring the willingness to undergo further training in this direction. You are already successfully using your knowledge in the areas of financing, pension and investment in private client advisory and demonstrating your advisory competence in the process. A successful day means to you if you can maintain an active exchange with our customers, whether this is in Aarau or elsewhere within the framework of our Work Smart possibilities. Collaboration in the team with , , Géraldine, , and inspires you as much as an independent and solution-oriented way of working. jpid4fba364jm jit0729jm jiy26jm