Job offer
private client advisor
Migros Bank is looking for a private client advisor (80-100%) for its branch in Aarau to build and maintain client relationships. The position is a permanent, open-ended role and offers various benefits such as coaching, childcare, and an attractive pension plan.
Tasks
- Management of an assigned customer portfolio, including key accounts, as well as the expansion and management of customer relationships handled by the team
- Working with our financing experts to meet customer needs
Requirements
- 3-5 years of experience in banking
- Higher technical college for 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)
- Fairness and enjoyment in maintaining customer relationships so that they can make the right financial decisions in the long term
- Creativity and an open-minded, communicative personality, with the ability 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 pension plan: Highly attractive pension fund with above-average employer contributions
- Employee benefits: accounts, mortgages, and financial services with preferential terms
Job details
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