Private Customer Advisor

Private Customer Advisor (a) A stands not only for AKB, but for all who work in an open and diverse work environment for the most attractive employer in the canton of Aargau. Although numbers are important to us, you are not just an employee number with us. We offer you an interesting job with appreciation for your personality. Within AKB and in the application process, we cultivate an appreciative and respectful you-culture. Dare to address us informally. This is what you can expect You are ready to take over your own comprehensive customer portfolio and nurture and expand it with heart and competence. To strengthen our existing team, we are looking for a colleague. You enjoy advising and supporting your customers in financing, provision, and investment matters. You accompany them in financing their properties (single-family homes, condominiums, and multi-family homes) and offer them standardized investment solutions. Together with specialist departments, you show your customers their long-term perspectives using provision analysis, income and wealth planning. You also enjoy acquiring new customers. This is what you bring You have enriched your basic banking training with a business management further education (e.g. financial planner, HF or FH with a focus on Banking & Finance). You have been applying your knowledge in the financing, provision, and investment sector for several years in consulting and convincing with your consulting competence. You take responsibility gladly and approach people proactively. You are not only a financial service provider but also a host. A successful day for you means being able to maintain a lively exchange with our customers, either in the office or elsewhere within our Work Smart possibilities. Teamwork with Othmar, Florentina, and Kopi excites you just like independent and solution-oriented work. jidb427e5djm jit0623jm jiy26jm