Anlagekundenberater/in, 80-100%

Description du poste

Join our dedicated team of eight consultants in Appenzell! Enjoy a supportive work environment focused on achieving financial goals. Tasks Independently manage and develop an existing, demanding client portfolio. Utilize state-of-the-art investment consulting tools to create tailored solutions. Actively acquire new clients and contribute to business growth. Skills Higher banking or business education; several years of investment experience required. Strong customer orientation and communication skills essential. Solid understanding of financial markets, investment products, and strategies. Our team of eight advisors at the headquarters in Appenzell supports our clients in the long term in achieving their financial goals. With personal proximity and sound investment expertise, we build trust and sustainable customer relationships. In an experienced team, supported by modern advisory tools and professional structures, we offer the best conditions for high-quality and individual investment advice. This is how we live the values of Appenzeller Kantonalbank every day anew: down-to-earth, professional, trustworthy and committed. What you can achieve You independently manage and develop an existing, demanding client portfolio. With the support of one of the most modern investment advisory tools, you develop individual investment solutions. You actively acquire new clients and contribute to the growth of the investment business. You process a wide range of research information into well-founded investment proposals. You ensure a high quality of advice as well as compliance with regulatory requirements. You actively contribute to the further development of the investment business and to cross-departmental projects. What you bring with you Advanced banking or business administration education. You have several years of experience in the investment business. You possess sound knowledge of financial markets, investment products and investment strategies. You enjoy acquiring and developing client relationships as well as acquiring new clients. You convince through high customer orientation, strong communication skills and a winning manner. You are regionally rooted and a connection to the Appenzell region would be desirable.