Job offer
private client advisor
Migros Bank is looking for a private client advisor (80-100%) for its branch in Aarau to help shape customer advisory services and the digitalization of banking. The position is a permanent position with an open-ended contract and offers various benefits such as coaching, childcare, and an attractive pension fund.
Tasks
- Management of a tailored customer portfolio with key accounts, as well as the expansion and management of team-free customer relationships
- Working with our financial planning experts to respond to customer needs
Requirements
- 3–5 years of experience in banking
- Technical college in banking
- German (business fluent)
- In-depth expertise in the areas of investments, mortgages, and pensions, as well as several years of experience in private client advisory services
- Keen interest in the financial market and its development, as well as related economic fields (housing, insurance, taxes, sustainability)
- A flair and enjoyment for identifying customer needs and providing comprehensive advice to customers so that they can make the right financial decisions in the long term.
- Experience and a cheerful, 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
- Occupational benefits: Very attractive pension fund with above-average employer contribution
- Migros Bank account, mortgages, and financial services with preferential terms
Job details
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