Senior Kundenberater:in Anlagen 80 – 100%

AEK BANK 1826 is seeking a proactive Senior Kundenberater:in Anlagen to join its investment team. Responsibilities include advising private and institutional clients on investment matters, conducting depot analyses, actively participating in the development of the investment business, acquiring new clients, analyzing markets, and representing the bank at events.

Candidates should have a completed bank education, ideally with further education such as AZEK AWM, CWIM, or DAS Private Banking & Wealth Management. Several years of experience in private banking and portfolio management, strong communication skills, and the ability to develop tailored solutions and build long-term client relationships are essential. Familiarity with the Thun region and an existing network is an advantage.