Private Customer Advisor (a)

About the job

A does not only stand for AKB, but for all those who work at the attractivest Amployer in the canton of Aargau in an open and diverse A work environment. Although numbers are important to us, you are not just a personnel number here. We offer you an interesting role with appreciation for your personality.

Within AKB as well as in the application process, we maintain a respectful and appreciative culture of addressing each other informally. Dare to speak to us on a first-name basis.

What to expect

• You are ready to take on your own comprehensive client portfolio and to maintain and expand it with heart and competence. To strengthen our existing team, we are looking for a colleague.
• You enjoy supporting and advising your clients on financing, pension, and investment matters.
• You accompany them in financing their properties (single-family homes, condominiums, and multi-family houses) and offer them standardised investment solutions.
• Together with specialist departments, you show your clients their long-term perspectives through pension planning, income, and asset planning.
• In addition, you enjoy acquiring new clients.

What you bring

• You are in the process of or willing to enrich your basic banking education with further business management training (e.g. Financial Planner, HF or FH with a focus on Banking & Finance).
• You have been applying your knowledge in financing, pension, and investment advisory for several years and convince with your advisory competence.
• You like to take responsibility and approach people proactively. You are not only a financial service provider but also a host.
• A successful day for you means having lively exchanges with our clients, whether at the branch or elsewhere within our Work Smart options.
• You enjoy working in a team with Biagio, Dario, Rahel, Elisa, Onisha, and Davide as much as working independently and solution-oriented.
• Ideally, you already feel at home in the Entfelden region and surroundings.