Job offer
Senior Private Client Advisor (all)
Migros Bank is looking for a Senior Private Client Advisor (80-100%) for a permanent position who will actively shape client relationships and help shape the future of banking. The new employee will advise and support customers in the areas of investments, finance and pensions.
Job description
Tasks
- Support and development of an own customer book
- Together with your team, you take care of the further development and expansion of team-supported clients in the core competencies of investments, finance and pensions
Requirements
- German (business fluent)
- Completed studies (Uni/ETH, FH, HFW) in business administration / finance
- At least 6 years of experience in customer advisory services in retail banking
- Thanks to your experience in advising private clients, you have in-depth specialist knowledge in the areas of investments, financing and pensions
- Flexible to actively expand customer relationships and maintain them in the long term
- Experience in the successful acquisition of new customers
- Flexible and enjoy recognizing customer needs and inspiring them with the right financial solutions
We offer
- Personal coach for managers
- Childcare: up to CHF 300 per month per child to external childcare providers
- Flexible work location / home office: Individual options for home office
- Occupational benefits: most socially active pension fund with above-average employer contribution
Job details