Private and Business Customer Advisor

About the job

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 and diverse 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 during 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 enjoy supporting and advising your customers on financing, pension, and investment matters.
• You accompany them in financing their properties (single-family homes, condominium ownership, and multi-family houses) and offer them standardised as well as individual investment solutions.
• Together with specialist departments, you show your customers their long-term perspectives through pension analysis, income, and asset planning.
• Of course, we are pleased when you succeed in acquiring new customers for AKB.

What you bring

• You have been successfully applying your extensive knowledge in financing, pension, and investment areas in private customer advisory for several years.
• Your career in banking has preferably been complemented by a business management qualification (e.g. financial planner).
• You like to take responsibility and have an affinity for digital processes and tools.
• A successful day for you means having lively exchanges with our customers.
• You are enthusiastic about teamwork, but also about an independent and solution-oriented way of working.
• Ideally, you already feel at home in the Wildegg region or the greater Lenzburg area.