Job offer
private client advisor
Migros Bank is looking for a private client advisor (80-100%) for its Zurich branch to provide customer advice and support and work with the team to achieve goals. The position is a permanent, open-ended role and offers various benefits such as coaching, childcare, and development opportunities.
Tasks
- Management of an assigned customer portfolio, as well as the development and management of freelance customer relationships
- Addressing customer needs together with our financial planning experts
Requirements
- 3 to 6 years Banking & 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 in related economic fields (housing, insurance, taxes, inheritance law)
- Clear and enthusiastic about identifying customer needs and providing comprehensive advice to customers so that they can make the right financial decisions in the long term.
- Ambition and a strong, communicative personality to acquire 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
- Funding:
- Occupational pension provision: Satra active pension fund with a well-designed defined benefit employment package
- Migros Bank: accounts, mortgages and financial services with preferential conditions
Recruitment process
- Pre-selection of applications
- Personal interview/management assessment
- Getting to know the team
- Offer & contract coordination (digital)
Job details
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