Job offer
Private Client Advisor
Banca Migros is seeking a Private Client Advisor (m/f) for its branch in Lugano to help clients achieve their financial goals and drive the digital transformation of the banking sector. The ideal candidate has 10–15 years of experience in the banking industry, a thorough understanding of financial markets, and a strong customer focus.
Duties
- financial products; you will advise our clients with professionalism - With your support, you will help clients achieve their financial goals - Thanks to your proactive approach, you will inspire our clients to make the Bank their primary financial partner - You have strong ties to the Italian-speaking part of Switzerland, particularly the Lugano areaSkills
- 10–15 years of experience
- Private clients
- Advanced Vocational School in Banking & Finance
- German (good knowledge)
- Francese (di preferenza)
- Italian (fluent)
- Esperienza bancaria in una banca svizzera di consulenza globale essenziale
- In-depth knowledge of the investment, financing, and pension sectors, along with several years of experience advising individual clients
- A person whose values align with those of the Bank—someone who is lively and friendly
- A positive attitude, the ability to identify customers' needs, and the ability to inspire them
- Good knowledge of the area
Offerta
- Loans, mortgages, and financial services at preferential rates
- Social benefits: comprehensive coverage in case of illness and injury · private insurance
- Horizontal hierarchy: permeable hierarchies and exchanges between different functional levels
- Central workplace: a workplace that is easily accessible and centrally located
- True team spirit through transparent communication
Job details
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