Description
With us, you can get involved and help shape the customer advice of the future and the digitalisation of the banking sector. We are looking for a forward-thinking personality. Someone with whom to imagine the future, as a team, with new ideas and fresh momentum. Join the bank which, with its approximately 1800 employees, has placed people at the centre of its concerns since 1958.
Private Client Advisor
With us, you can get involved and help shape the customer advice of the future and the digitalisation of the banking sector. We are looking for a forward-thinking personality. Someone with whom to imagine the future, as a team, with new ideas and fresh momentum. Join the bank which, with its approximately 1800 employees, has placed people at the centre of its concerns since 1958.
What you achieve
- Through your professional advice in the core areas of investments, financing, pension provision and basic banking products, you help your clients achieve their financial goals
- Your proactive approach allows you to develop business by acquiring new clients, so that Bank Migros becomes their main financial partner
- You contribute your ideas while supporting the digital transformation of Bank Migros, helping us to shape the future of our institution
What you bring
- Education: Completed professional apprenticeship (CFC)
- Specialisation: Financial advice
- Professional experience: Minimum 5 years of experience in comprehensive 360° private client advisory
- Good knowledge in the areas of investments, mortgage loans and pension provision.
- Experience in comprehensive 360° advisory for individual clients
- A personality that corresponds to the human values of Bank Migros, lives them and shares them
- A positive attitude, the ability to identify clients’ needs and enthuse them through an innate sense of communication
- French (C1)
What we offer you
- Flexible workplace/remote work: Individual possibilities for remote work
- Individual continuing education: Attractive contributions for external training
- Bank Migros: Accounts, mortgage loans and financial services on preferential terms
- Childcare: Up to 300 francs per month per child for external childcare
- Occupational pension provision: Very attractive pension fund with employer contributions above the standard
Only online applications submitted via the portal will be considered.
Contact
Ms Véronique Puhlmann
HR Business Partner
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