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 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 with "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 clients their long-term perspectives by means of pension analysis, income and wealth planning. The administrative processing of all transactions lies mostly under 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 further train in this direction. You are already successfully using your knowledge in the financing, pension, and investment sectors in private client advisory and thereby proving your advisory competence. A successful day for you means being able to maintain an active exchange with our clients, whether in Aarau or elsewhere within the framework of our Work Smart options. Cooperation in the team with , , Géraldine, , and inspires you as much as an independent and solution-oriented way of working. jpid4fba364jm jit0729jm jiy26jm