private client advisor

Tasks

• Advising on a tailored client portfolio, as well as developing and managing team-based client relationships
• Addressing customer needs together with our financial planning experts

Requirements

• 3 to 6 years of experience in banking and finance
• 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 development, as well as related economic fields (housing, insurance, taxes, sustainability)
• Flexibility and a passion for identifying clients’ needs and providing them with comprehensive advice so they can make the right financial decisions for the long term
• Experience and a cheerful, 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
• Benefits: Occupational pension plan, very attractive pension fund with above-average employer contributions
• Migros Bank accounts, mortgages, and financial services with preferential terms