Private Client Advisor (all)

Job description

Private Client Advisor (all) 80 - 100% permanent position (open-ended) - immediately or by arrangement

Tasks

• Support of an assigned customer portfolio with key customers, as well as the expansion and support of cross-team customer relationships
• Addressing customer needs together with our financial planning experts

Requirements

• German (business fluent)
• Higher technical college for banking
• 3 - 5 years Bank
• Sound specialist knowledge in the areas of investments, mortgages and pensions as well as several years of experience in advising private clients
• Great interest in the financial market and its development as well as in related economic fields (housing, insurance, taxes, estate planning)
• Diligence and pleasure in recognizing customer needs and being able to make the right financial decisions for the customer relationship in the long term
• Experience and an open-minded, communicative personality to inspire new customers and convince them of our financial services

We offer

• Coaching: Personal coach for managers
• Childcare up to CHF 300 per month per child to external childcare providers
• Company pension plan: Very attractive pension fund with above-average employer contribution
• Migros Bank accounts, mortgages and financial services with preferential conditions

Recruitment process

• Pre-selection of applications
• Personality/performance test
• Offer & contract issue (digital)