Job offer
Private Client Advisor (all)
Migros Bank is seeking a private client advisor for its branch in Aarau to build and strengthen client relationships and offer financial services. The position requires several years of experience in private client advisory services and in-depth expertise in investments, mortgages, and pensions.
Overview
- Private Client Advisor (all) 80 - 100%
- Permanent position (open-ended) - immediately or by arrangement
Tasks
- Management of a dedicated customer portfolio with key accounts, as well as the expansion and management of team-based customer relationships
- Addressing customer needs together with our financial planning experts
- Sound specialist knowledge in the areas of investments, mortgages and pensions as well as several years of experience in advising private clients
- Keen interest in the financial market and its developments, as well as in related economic fields (housing, insurance, taxes, inheritance)
- Enjoyment and pleasure in deepening customer relationships so that they can make the right financial decisions in the long term
- Creative and open-minded, communicative personality with enthusiasm for new, customer-oriented solutions for our financial services
Requirements
- 3–5 years of experience in banking
- Technical college in banking
- German (business fluent)
We offer
- Coaching: Personal coach for managers
- Childcare: up to CHF 300 per month per child to external childcare providers
- Occupational benefits: Very attractive pension fund with above-average employer contribution
- Migros Bank account, mortgages, and financial services with excellent terms
Recruitment process
- Pre-selection of applications
- Personal interview/performance test
- Offer & contract issuance (digital)
Job details
Training opportunities powered by skillaware.