Senior Private Client Advisor and Branch Manager

Overview

We are looking for a Senior Private Client Advisor (all locations) for a permanent position (open-ended contract) with an 80–100% workload. The position is available immediately or by agreement and offers the option to work from home.

Tasks

The tasks include:

• Managing your own client portfolios, including key accounts
• Expanding cross-team customer relationships
• Collaboration with financing specialists to address customer needs

Requirements

The requirements are:

• 4 to 6 years of experience in retail banking
• Technical college for banking and finance
• German (business fluent)
• In-depth expertise in investments, mortgages, and retirement planning
• Entrepreneurial mindset and drive to build long-term customer relationships
• Strong roots in the region and good knowledge of local market conditions

What we offer

We offer:

• Staff room
• One week more vacation per year for management employees
• Childcare up to CHF 300 per month per child for external childcare providers
• Flexible work location / home office with individual options
• Migros Bank accounts, mortgages and financial services with preferential conditions