Job offer
Senior Private Client Advisor / Location Representative (all)
Migros Bank is looking for a Senior Private Client Advisor / Location Representative to build and develop client relationships and help shape the digitalization of banking. The position offers a permanent position with a variety of tasks in the areas of investments, finance and pensions.
Overview
- Senior Private Client Advisor / Location Representative (all)
- 80 - 100%
- Permanent position (unlimited)
- immediately or by arrangement
Tasks
- Support and development of own customer portfolio
- Together with the team, you take care of the further development and expansion of team-supported customers
Requirements
- German (business fluent)
- Completed studies (Uni/ETH, PH, HF) in business administration / finance
- at least 5 years client advisory retail banking
- Thanks to your experience in advising private clients, you have in-depth expertise in the areas of investments, finance and pensions
- Flair for actively building and maintaining long-term customer relationships
- Experience in the successful acquisition of new customers
- Flair 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 to external childcare providers
- Occupational benefits: Very attractive pension fund with an above-average share of employer contributions
- Migros Bank: account, mortgage and financial services with preferential conditions
Recruitment process
- Pre-selection of applications
- Personality test / performance test
- Technical discussion
- Reference information
- Offer & contract issue (digital)
Job details
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