Private Client Advisor

Private Client Advisor (a) 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 with "Du". What awaits you You are ready to take over your own, comprehensive client book and to maintain and expand it with heart and competence. To strengthen our existing team, we are looking for a female or male colleague. It gives you pleasure to support and advise your clients 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 and individual investment solutions. Together with specialist departments, you show your clients their long-term perspectives using pension analysis, income, and wealth planning. You represent AKB at external events in the region and actively maintain your local network. You succeed in winning new clients for AKB. What you bring with you You are already successfully applying your extensive knowledge in the financing, pension, and investment sectors in private client advisory. You have preferably enriched your professional career in banking with further business administration training (e.g., financial planner). You enjoy taking 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 clients, whether at the branch or elsewhere within the framework of our Work Smart options. You are enthusiastic about working in a team, as well as an independent and solution-oriented way of working. Ideally, you already feel at home in the Zofingen region. jpidc98a437jm jit0730jm jiy26jm