private client advisor

Overview

We are looking for someone who thinks ahead and works with us to nurture team and customer relationships with fresh ideas, innovation, and passion.

Tasks

The tasks include:

• Management of an assigned customer portfolio with key accounts, as well as the development and management of team-free customer relationships
• Addressing customer needs together with our financial planning experts

Profile

We are looking for someone with:

• 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 developments, as well as in related economic fields (housing, insurance, taxes, inheritance)
• A flair for and enjoyment of building customer relationships so that they can make the right financial decisions in the long term
• Empathy and an open-minded, communicative personality that can efficiently acquire new customers and inspire them with our financial services

Offer

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