Private Client Advisor

Private Client Advisor (a) A does not only stand for AKB, but for everyone who works at the most attractive employer in the Canton of 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 ready to take over your own, comprehensive client book and to maintain and expand it with heart and competence. To strengthen our existing team, we are looking for a female or male colleague. It gives you pleasure to support and advise your clients in financing, pension, and investment matters. You accompany them in the financing of their properties (single-family houses, condominiums, and multi-family houses) and offer them standardized investment solutions. Together with specialist departments, you show your clients their long-term perspectives by means of pension analysis, income, and wealth planning. In addition, you enjoy the acquisition of new clients. What you bring with you You have enriched your basic banking training with further business administration training (e.g., financial planner, HF or FH with a specialization in Banking & Finance). You have already been applying your knowledge in the financing, pension, and investment sectors in consulting for several years and convince with your consulting competence. You like to take responsibility and proactively approach people. You are not only a financial service provider but also a host. A successful day for you means being able to maintain an active exchange with our clients, whether in the branch or elsewhere within the framework of our Work Smart possibilities. Working in a team with Othmar, , Florentina, , and Kopi inspires you as much as an independent and solution-oriented way of working. jidb427e5djm jit0623jm jiy26jm