Job offer
Senior Private Client Advisor (all)
Migros Bank is looking for a Senior Private Client Advisor (80-100%) for a permanent position who wants to help shape the future of client advisory services and work with the team to develop innovative solutions for private clients. The ideal candidate will have experience in advising private clients, particularly 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)
- Abgeschlossenes Studium (Uni/ETH, FH, HFW) BWL / Finance
- mindestens 2 Jahre Kundenberatung Retailbanking
- Thanks to your experience in advising private clients, you have in-depth expertise in the areas of investments, financing and pensions
- Flexibel, Kundenbeziehungen aktiv aufzubauen und langfristig aufrechtzuerhalten
- Experience in the successful acquisition of new customers
- Flexibel und Freude daran, Kundenbedürfnisse zu erkennen und sie für die passenden Finanzlösungen zu begeistern
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
- Berufliche Vorsorge: Attraktive Pensionskasse mit überdurchschnittlichem Arbeitgeberbeitrag
Job details
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