Job offer

Conseiller clients privés

Banque Migros is looking for a Private Client Advisor (m/f/d) for its branch in Lausanne to provide individual and comprehensive advice to clients and establish new business relationships. The position offers long-term employment, opportunities for further training, and flexible working arrangements.

Job title and description

Private client advisor (all types) - 60-100% Permanent position (open-ended contract) · Immediately or by agreement

Tasks

  • Your proactive approach enables you to develop business by acquiring new customers, so that Migros Bank becomes their primary financial partner.
  • Bonnes connaissances dans les domains des placements, des prêts hypothécaires et de la prévoyance
  • De l'expérience dans le conseil global 360° à la clientèle individuelle

Requirements

  • 2 to 3 years of experience in comprehensive, 360° consulting Private clients
  • Completed vocational training (CFC) Financial advice
  • Français (Très bonne maîtrise)
  • A personality that corresponds to the human values of Banque Migros, les vit et les partage
  • A positive attitude, the ability to identify customer needs and inspire enthusiasm through an innate sense of communication

We offer

  • Up to 300 francs per month per child for external childcare
  • Formation continue individual
  • Contributions attrayantes pour les formations externes
  • Flexible/mobile workplace
  • Possibilités de télétravail individuelles

Job details

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