Job offer

Private Client Advisor (all types)

Banque Migros is seeking a Private Client Advisor (m/f/d) with 4–5 years of experience in global financial advisory services to help clients achieve their financial goals and develop business relationships with them. This is a permanent position with a work schedule of 60–100% and offers flexible working conditions and comprehensive benefits.

Ce que tu accomplis

You help your clients achieve their financial goals by offering them investments, financing, retirement planning, and basic banking products.
  • Your proactive approach allows you to build business relationships with your clients, with the goal of making the bank their primary financial partner

Ce que tu apportes

  • 4–5 years of experience providing comprehensive, 360-degree advisory services to private clients
  • Completed vocational apprenticeship (CFC) in financial consulting
  • Very good command of French
  • Bonnes connaissances dans les domains des placements, des prêts hypothécaires et de la prévoyance
  • Experience in providing comprehensive 360° advisory services to individual clients
  • A person who embodies the bank’s human values, goals, and commitment to giving back
  • A positive attitude, the ability to identify customers' needs and inspire them through effective communication

Ce que nous te proposons

  • Up to 300 francs per month per child for external childcare
  • Flexible work arrangements/remote work with individual remote work options
  • Formation continue individual
  • Comptes, prêts hypothécaires et prestations financières à conditions préférentielles

Job details

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