Private and Business Customer Advisor
- Employment type
- Full-time
- Workload
- 100%
- Location
- Möriken-Wildegg
- Company
- Aargauische Kantonalbank, 5103 Möriken AG
- First posted
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-minded and diverse working environment. Although numbers are important to us, you are not a personnel number with us. We offer you an interesting activity with appreciation for your personality.
?Within AKB as well as in the application process, we maintain an appreciative and respectful "Du" culture. Dare to address us using "Du".
What awaits you
- It gives you joy to support and advise your customers on financing, pension, and investment matters.
- You accompany them in the financing of their properties (single-family houses, condominiums, and multi-family houses) and offer them standardized as well as individual investment solutions.
- Together with specialist departments, you show your customers their long-term perspectives using pension analysis, income, and wealth planning.
- Of course, we are pleased if you succeed in winning new customers for AKB.
What you bring with you
- You have been successfully using your comprehensive knowledge in the financing, pension, and investment sectors in private customer advisory for several years.
- You have preferably supplemented your professional career in banking with further business administration training (financial planner).
- You like to take on responsibility and have an affinity for digital processes and tools.
- A successful day for you means being able to maintain an active exchange 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 in the Lenzburg metropolitan area.
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Automatically translated from the original.
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