Job offer
private client advisor
Migros Bank is looking for a private client advisor (80-100%) for its Zurich branch to provide client advice and shape the digitalization of banking. The position is a permanent, open-ended role and offers attractive benefits such as coaching, childcare, and development opportunities.
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, inheritance)
- Flexibility and enjoyment in identifying customer needs and providing comprehensive customer service so that they can make the right financial decisions in 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, highly attractive pension fund with above-average investment returns
- Migros Bank account, mortgages, and financial services with excellent terms and conditions
Job details
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