Job offer
Private Client Advisor (all)80 -100%
Migros Bank is looking for a Private Client Advisor (80-100%) for its branch in Aarau who wants to help shape the future of client advisory services and drive the digitalization of banking. The position involves managing client portfolios, developing client relationships and working with financial planning experts.
Job description
Tasks
- Support of an assigned customer portfolio with key customers, as well as the expansion and support of team-friendly 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 learning customer needs and advising the customer relationship in the long term so that they can make the right financial decisions
- Experience and an outgoing, communicative personality to successfully acquire new customers and inspire them with 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 scheme: Very attractive pension fund with above-average remuneration
- Migros Bank: account, mortgages and financial services with preferential conditions
Recruitment process
- Pre-selection of applications
- Personality test/performance test
- Offer & contract issue (digital)
Job details
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