Job offer

Private Client Advisor - Outbound Team

Banque Migros is looking for a Private Client Advisor for its Outbound team in Lausanne. The candidate will be responsible for advising and supporting clients and should have experience in the financial sector and good communication skills. The job offers flexible working hours, an attractive pension plan, and other benefits.

Job description

Private Client Advisor - Outbound Team (all genders) - Lausanne - 80-100%

Tasks

  • You provide simple, informed advice and carry out transactions relating to our services and products.
  • You compile comprehensive, high-quality documentation of CRM information and generate manual sales opportunities based on requirements.

Requirements

  • At least 1 to 2 years of experience
  • Telephone or personal contact with customers
  • Vocational training completed (AFP)
  • Further training in the financial sector is an asset.
  • Allemand (De préférence)
  • Français (Très bonne maîtrise)
  • Italy (De préférence)
  • Interest in actively developing customer relationships, identifying customer needs, and daily telephone contact
  • Experience in acquiring and actively developing customers by telephone, communicative and professional attitude focused on making appointments

We offer

  • Flexible working hours
  • Annual working hours for everyone and based on trust for many
  • Prévoyance professionnelle
  • Very attractive pension fund with a contribution rate above the standard rate
  • Comptes, prêts hypothécaires et prestations financières à conditions préférentielles

Job details

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