Job offer
Senior Private Client Advisor (all) with a focus on investing
Migros Bank is seeking a Senior Private Client Advisor with a focus on investments for a permanent position in Zurich. The role requires at least 6–8 years of experience in client advisory services in retail banking and a Swiss federal diploma in banking or financial planning.
Tasks
- Engage with clients by working with our financial experts to address their needs - Experience in advising private clients and strong expertise in the areas of investing, financing, and retirement planning - A knack for actively building and maintaining long-term client relationships - Experience in successfully acquiring new clients and an open, cheerful personality - A knack for and enjoyment in identifying client needs and inspiring them to choose the right financing solutionsWhat you bring with you
- At least 6 to 8 years of customer service in retail banking
- Federal Diploma in Banking/Financial Planning
- German (business fluent)
- English (an advantage)
What we offer you
- Childcare up to CHF 300 per month per child to external childcare providers
- Flexible work hours / remote work, personalized remote work options
- Occupational pension plan, highly attractive pension fund with above-average employer contributions
Job details
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