Job offer
Financial planners (all)
Migros Bank is looking for a financial planner (50-100% permanent position) to support sales and help shape financial planning services. The position offers flexible working conditions, including the option to work from home, and various benefits such as an attractive pension fund and childcare allowance.
Tasks
- Supporting sales in technical matters, including technical coaching
- Helping shape the expansion of financial planning services
Requirements
- Two to three years of experience in financial planning
- Federal Diploma in Financial Planning
- German (business fluent)
- French (business fluent)
- Italian (an advantage)
- Networked thinking as well as conceptual and analytical skills
- Proactive, flexible personality with a precise approach to work
- Deep understanding of individual customer needs
- Enjoyment in developing comprehensive financial plans tailored to the needs of individuals
- Tool affinity (especially Alfina)
We offer
- Staff benefits: up to CHF 300 per month per child for external childcare
- Flexible work location / home office
- Individual options for home office
- Occupational benefits: very attractive pension fund with above-average employer contribution
- Flat hierarchies: permeable hierarchies and cross-level exchange
- Cumulus points: up to 5 additional points per dollar spent
- Cell phone subscription: discounted subscriptions and registration also available for family and friends
Job details
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