Investment Client Advisor, 80-100%

06 July 2026
80 – 100%
Permanent position
Appenzell

Job summary

Join our team of eight advisors at Appenzell, guiding clients in achieving financial goals. Enjoy a supportive work environment with modern tools and solid expertise.

Tasks

Manage and develop a sophisticated client portfolio independently.
Utilize cutting-edge advisory tools to create tailored investment solutions.
Actively acquire new clients and contribute to business growth.

Skills

Higher banking or business education with several years of experience.
Strong knowledge of financial markets, investment products, and strategies.
Excellent client orientation, communication skills, and a charming demeanor.

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About the job

Our team of eight advisors at the headquarters in Appenzell supports our clients in the long term in achieving their financial goals. With personal proximity and solid investment expertise, we build trust and sustainable customer relationships.
In an experienced team, supported by modern advisory tools and professional structures, we offer the best conditions for high-quality and individual investment advice. This is how we live the values of Appenzeller Kantonalbank every day anew: down-to-earth, professional, trustworthy and committed.

What you can achieve

You independently manage and develop an existing, demanding client portfolio.

With the support of one of the most modern investment advisory tools, you develop individual investment solutions.

You actively acquire new clients and contribute to the growth of the investment business.

You process a wide range of research information into well-founded investment proposals.

You ensure high advisory quality and compliance with regulatory requirements.

You actively contribute to the further development of the investment business and cross-departmental projects.

What you bring with you

Advanced banking or business administration education.

You have several years of experience in the investment business.

You possess solid knowledge of financial markets, investment products and investment strategies.

You enjoy acquiring and developing client relationships as well as acquiring new clients.

You convince with high customer orientation, strong communication skills and a winning manner.

You are regionally rooted and a connection to the Appenzell region would be desirable.