Private Customer Advisor / Deputy Head of Department (a)

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 in the application process, we maintain a respectful and appreciative informal culture. Dare to address us informally.

What to expect

You are ready to manage your own comprehensive client portfolio and to maintain and expand it with heart and competence. As Deputy Head of Department, you take co-responsibility for professional leadership, daily operational business, and the further development of the team.

• You enjoy supporting and advising your clients on financing, pension, and investment matters.
• You assist them with financing their properties (single-family homes, condominiums, and multi-family houses) and offer them standardised and individual investment solutions. Additionally, you occasionally support business clients with basic services.
• Together with specialist departments, you show your clients their long-term perspectives through pension analysis, income, and asset planning.
• You enjoy acquiring new clients.

What you bring

• You have several years of experience in private customer advisory.
• You successfully apply your extensive knowledge in financing, pension, and investment areas, demonstrating your advisory competence.
• You have enriched your banking career with business management further education (e.g. financial planner, higher vocational education or university of applied sciences with a focus on Banking & Finance).
• Ideally, you have already gained leadership experience or are ready to take on leadership responsibility within the deputy function.
• You like taking responsibility and have an affinity for digital processes and tools.
• A successful day for you means having lively exchanges with our clients – whether at the branch or elsewhere within our Work Smart opportunities.
• You appreciate teamwork with Silvan, Sara, Jennifer, Ron, Thorsten, and Cedric as well as independent and solution-oriented work.
• Ideally, you already feel at home in the Baden region and surroundings.