Job offer
Private Client Advisor 60–100%
Banque Migros is seeking a Private Banking Client Advisor (60–100%) in Zurich to advise clients on personalized wealth management and develop long-term financial strategies. The position requires 3–5 years of experience in private banking, a degree in finance or business, and proficiency in German, French, and English.
Ce que tu accomplis
- You provide professional advice through a personalized relationship with individual clients by offering personalized wealth management services.
- You plan short- and long-term financial measures and implement them in collaboration with the client.
- You help build customer loyalty and grow the customer base.
- You will contribute to specific customer service projects, such as those related to the bank's new products and services.
Ce que tu apportes
- 3–5 years of experience in private banking or equivalent experience in a similar role.
- A solid understanding of investment, banking tools, and the principles of traditional private banking.
- Lifelong learning and a commitment to personal and professional development.
- Experience working in a team and the ability to communicate effectively with clients and colleagues.
- A comprehensive academic background in finance, economics, or an equivalent field.
- Proficiency in German, French, and English—important.
- A qualified professional with a proven track record as a customer account manager.
What You Get
- A variety of challenging and stimulating tasks that offer you new perspectives and encourage you to develop new skills.
- Competitive salaries and benefits such as holiday packages, additional days off, etc.
- A welcoming and collaborative work environment that fosters innovation and creativity.
- Opportunities for continuing education and career development within the company.
- A strong organizational culture centered around our core values: quality, sustainability, integrity, innovation, inclusivity, and social and environmental responsibility.
Job details