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Private Client Advisor / Deputy Department Manager (a)

Aargauische Kantonalbank

Employment type
Full-time
Workload
100%
Location
Baden · Remote possible
Company
Aargauische Kantonalbank, 5400 Baden
First posted
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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 work 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 manage your own, comprehensive client book and to maintain and expand it with heart and competence. As Deputy Department Manager, you take on shared responsibility for the specialist leadership, the operational day-to-day business, as well as the further development of the team.

  • It gives you joy to support and advise your customers 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 and individual investment solutions. In addition, you occasionally support and assist business clients in basic services.
  • Together with specialist departments, you show your customers their long-term perspectives using pension analysis, income, and asset planning.
  • You enjoy the acquisition of new customers.

What you bring with you

  • You have several years of experience in private client advisory.
  • You successfully apply your comprehensive knowledge in the financing, pension, and investment sectors, thereby proving your advisory competence.
  • You have enriched your professional career in banking with further business administration training (Financial Planner, HF or FH with a specialization in Banking & Finance).
  • Ideally, you have already gained leadership experience or are ready to take on leadership responsibility within the scope of the deputy function.
  • You enjoy taking responsibility and have an affinity for digital processes and tools.
  • A successful day for you means being able to maintain an active exchange with our customers - whether this is in the branch or elsewhere within the framework of our Work Smart options.
  • You value teamwork with Silvan, Sara, Jennifer, Ron, Thorsten, and Cedric as well as independent and solution-oriented work.
  • Ideally, you already feel at home in the Baden region and surroundings.

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Posted 2 days ago

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