Job offer
Financial planner (all types)
Banque Migros is seeking a Financial Planner (m/f/d) for a permanent position with a 50–100% workload, where you will develop personalized financial solutions for clients and support them in their decision-making. The position offers the option to work from home and requires 2–3 years of experience in financial planning as well as a federal certification in this field.
About the job
Financial Planner (all types) · 50–100% · Permanent position (open-ended contract) · Immediate start or by agreement · Option to work from homeTasks
- Supporting the front office with technical questions and providing coaching in their area of specialization
- Contributing to the development of financial planning services
Requirements
- 2–3 years of experience in financial planning
- Federal Certificate in Financial Planning
- Excellent French skills, good German skills, and Italian skills are a plus
- A flexible and proactive personality with a high degree of precision and accuracy in work
- Systematic thinking and analytical skills
- A good understanding of customers' individual needs
- Enjoyment in creating comprehensive financial plans for individuals
- Familiarity with specific software applications (particularly Alictina)
We offer
- Flat hierarchies and open communication
- Subscriptions and special offers for mobile phone service and other services, including for family and friends
Job details
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