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Private Client Advisor 80-100%

Jobup

Employment type
Full-time
Location
Suhr
First posted
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  • 27 August 2026
  • 80 - 100%
  • Indefinite duration
  • Suhr

##

Hypothekarbank Lenzburg (HBL) is an innovative and agile financial service provider, with a strong affinity for digitalization and the culture of Open Banking.

We are looking for reinforcement in the Aarau region! Are you a committed and responsible person, who supports our motivated team with empathy and enthusiasm, and who seduces our clientele with competent and personalized advice? Then join our well-oiled team and let's build the future of HBL together.

Your tasks ##

  • Development, maintenance and 360° advice for a client portfolio in the areas of mortgages, investments, pension and basic products
  • Possible replacement of the branch manager as well as the client advisors in the client zone
  • Sale of the entire range of products and services, including cross-selling
  • Systematic collection of needs and external potential
  • Transmission to internal specialist teams
  • Acquisition of new clients, participation in client events including networking

What you bring ##

  • Completed basic commercial training, preferably in the banking sector
  • SAQ certification or willingness to obtain it within a reasonable timeframe
  • Several years of experience in client advisory
  • Team spirit, great personal initiative as well as organizational skills
  • Pleasant manners, communicative and empathetic nature
  • Regional anchoring

Our offer ##

  • Modern and professional working environment
  • Attractive employment conditions
  • Possibilities for continuous training
  • Flat hierarchies with short decision-making paths
  • Simple culture of informal address (tutoiement)

Have we sparked your interest? Then apply online today - we look forward to receiving your complete application files.

We only accept direct applications.

Your contact ##

Fabrizio Castagna, Aarau region Manager, Tel. 062 885 17 02
Claudia Feusi, HR Business Partner, Tel. 062 885 13 91

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Posted 5 weeks ago

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