Job offer
Private Client Advisor
Banca Migros is seeking a Private Client Advisor (m/f) for its branch in Lugano to assist clients in achieving their financial goals and position the bank as their primary partner for financial services. The ideal candidate should have experience in the banking industry, particularly in client advisory services, and a strong understanding of investments, financing, and retirement planning.
About the job
As a Private Client Advisor (all sectors) at Banca Migros, you can play an active role and help shape the future of client advisory services and digitalization in the banking industry.Duties
- Advising clients on financial products • Helping clients achieve their financial goals • Taking a proactive approach to delight clients and make Banca Migros their primary financial partnerProfile
• 10–15 years of experience in client advisory services • A degree from a university of applied sciences in banking and finance • Proficiency in German, French (preferred), and Italian (excellent) • Experience at a Swiss bank providing global advisory services • In-depth knowledge of investments, financing, and retirement planning, as well as experience in client advisory services • A personality that aligns with Banca Migros’ valuesWe offer
• Contingent plans, mortgages, and financial services on preferential terms • Employee benefits, such as comprehensive health and accident coverage and private insurance • Flat organizational structure with open lines of communication • Centralized workplace with excellent accessibility • Transparent communication and team spiritJob details
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