Job offer

Private Client Advisor (all types)

Banque Migros is seeking a Private Banking Advisor (60–100%) in Bern with 3–5 years of experience in retail banking and CFP certification to provide client support in the areas of investments, retirement planning, and financing.

Profile

  • 3–5 years of experience in private client services
  • Ad Hoc Professional Certification (CFP)
  • Solid knowledge of the bank's retail segment

Tâches

  • Helping our clients achieve their investment, savings, and retirement goals
  • Support our clients in their day-to-day lives by providing financing or handling credit transactions with them, offering advice, and motivating them
  • Dynamically manage the bank's end-of-life portfolio and its client base undergoing restructuring, while embodying and living out Migros Bank's human values

Job details

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