Private Client Advisor 80-100%
- Employment type
- Full-time
- Location
- Suhr
- First posted
- 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