Job offer
Senior Private Client Advisor with location representation
Migros Bank is looking for a senior private client advisor with a local presence who can help shape client advisory services and the digitalization of banking. The position is a permanent position with an 80-100% workload and offers flexible working locations, including the option of working from home.
Tasks
- Advising your own client portfolio with key functions and pension planning
- Working with our financial planning specialists to respond to customer needs
Requirements
- 4 to 6 years of retail banking experience
- 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
- A winning manner and exemplary appearance to inspire the team and customers
- Strong roots in the region and good knowledge of local market conditions
We offer
- cadre training
- Flexible work location / Home office
- Childcare
- Migros Bank: Accounts, mortgages, and financial services with excellent terms and conditions
Job details
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