Job offer

Senior Private Client Advisor (all)

Migros Bank is looking for a Senior Private Client Advisor (80-100%) for a permanent position. The position includes the support and development of customers, the expansion of team-supported customers and customer advice 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, Hf)
  • Business Administration / Finance
  • At least 2 years of experience in retail banking client advisory services
  • Thanks to your experience in advising private clients, you have in-depth expertise in the areas of investments, financing and pensions
  • Flexibility to actively build and maintain long-term customer relationships
  • Experience in the successful acquisition of new customers
  • Flexibility and pleasure in recognizing customer needs and inspiring them with suitable financial solutions

We offer

  • Personal coach for managers
  • Childcare
  • up to CHF 300 per month per child for external childcare
  • Flexible work location / home office
  • Individual options for home office
  • Occupational benefits
  • Independent pension fund with above-average employer contribution

Job details

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