Job offer
private client advisor
Migros Bank is seeking a Private Client Advisor (80–100%) for its branch in Uster to identify customer needs and provide tailored advice. The position offers a permanent contract with a range of benefits, including flexible work locations, childcare subsidies, and an attractive pension plan.
Tasks
- Customer-related files, finances, and preliminary consultations - Managing and developing your own client portfolio - Working closely with our financial planning and retirement planning experts to address client needsRequirements
- four to six years of experience in retail banking
- Bachelor's degree program (university, university of applied sciences) in banking
- German (business fluent)
- English (an advantage)
We offer
- Expansion of your experience in private client advisory services and in-depth expertise in the areas of investments, finance, and retirement planning
- Actively build and maintain long-term customer relationships
- Experience in the successful acquisition of new customers
- Diversity and a passion for identifying customer needs, providing tailored advice, and thereby finding the right financial solutions
- Networking in Uster / Zurich Oberland
- Squad Benefits
- Personal coach for managers
- Childcare up to CHF 300 per month per child to external childcare providers
- Flexible work location / Remote work with personalized options for working from home
- Occupational pension plan with a very attractive pension fund and above-average employer contributions
Job details
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