Job offer

Private Client Advisor Basic

Migros Bank is looking for a Private Client Advisor Basic to advise customers with humanity and expertise in the areas of savings, financing and investment. The position offers a permanent position with plenty of scope and development opportunities.

Job description

Private Client Advisor Basic (all)

Conditions of employment

  • Permanent position (open-ended) - immediately or by arrangement

Tasks

  • Through a business relationship, it goes with a lot of humanity, time free (the/fri) to our customers and customers.

Requirements

  • German (business fluent)
  • French (very good knowledge)
  • Completed apprenticeship (EFZ)
  • Bank or insurance company
  • 1 - 3 years of experience in advising private clients
  • Private client advisory service

Further development

  • Initial experience in advising private customers and the necessary specialist knowledge in the areas of savings, financing, investment in funds and pensions so that you can advise our customers professionally.
  • A responsible, communicative and resilient personality who is not only easy to get on with, because you not only win over our customers, but also your team.
  • A flair and pleasure in recognizing customer needs so that it is easy for you to inspire customers with the right financial solutions.

Our terms of employment

  • Continuous, individual exchange for professional development
  • Scope for design and decision-making
  • Optimal opportunities to contribute ideas and know-how
  • You culture
  • Lively team spirit with transparent communication
  • Central place of work
  • Optimally accessible, centrally located workplace

Recruitment process

  • Personal video or telephone call
  • Personality / performance test
  • Meet the team
  • Offer & contract issue (digital)

Job details

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