Private client advisor (all types) - 60-100%

Overview

* Through investments, financing, pension planning, and basic banking products, you help your clients achieve their financial goals * Your proactive approach enables you to develop business by acquiring new clients, so that Migros Bank becomes their primary financial partner

Tasks

* Advising private clients on all financial matters * Supporting clients in achieving their financial goals * Proactively approaching clients to attract new business

Requirements

• 2 to 3 years of experience in comprehensive, 360° consulting - Private clients
• Completed professional apprenticeship (CFC)
• French (Very good command)

We offer

• 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
• 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

Benefits

• Up to 300 francs per month for dependent children and per child for external childcare
• Lieu de travail flexible/télétravail
• Possibilités de télétravail individuelles
• Formation continue individual
• Contributions attrayantes pour les formations externes