Job offer
Financial Planners (all) 80–100%
Migros Bank is seeking a Financial Planner (80–100%) to support clients with customized solutions for retirement planning and financial planning. The position offers the option to work from home and requires experience in financial planning as well as business-level proficiency in German.
Tasks
- Search among financial planning and advisory service providers
- Support for Sales on Technical Issues
- Customized Professional Training
Requirements
- Three to four years of experience in financial planning
- Supplemented Diploma
- German (business fluent)
- English (Business English)
- French (an advantage)
- Discretion, as well as conceptual and analytical skills
- Initiative, a flexible personality, and a meticulous approach to work
- A deep understanding of individual customer needs
- Enjoyment in developing performance-oriented and cost-integrated solutions for multiple variants
- Ability to work as part of a team (decentralized work)
We offer
- Recreational contribution optional
- Option to work from home
- 100% Remote Work
- Job Opportunities in Rural Areas
- Academic style
- Team-oriented
- Working Without a Plan / Working from Home
- Automatic Options for Partial Locations
- Industry expertise
- Different Perspectives and the Rise of Higher Education
- Three high-conflict individuals with above-average investment management skills
Job details
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