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