Private Client Consultant

Private Client Consultant (all genders) At our company, you can play an active role and contribute to shaping the future of client consulting and the digitalization of the banking sector. We are looking for you: a personality who thinks ahead, with whom we can work together as a team to shape the future with new ideas, innovative spirit and enthusiasm. Tasks Thanks to your professional consulting in the areas of basic investments, financing, pension provision and banking products, you advise our clients professionally With your support, you help clients achieve their financial goals Thanks to your proactive approach, you know how to enthuse our clients so that Banca Migros becomes their main financial partner You contribute with your ideas, support the digital transformation of Banca Migros and help us shape the future of our company You are rooted in the territory of Italian-speaking Switzerland and in particular in the Lugano region Skills Education: Higher specialized school Specialization: Banking & Finance Work experience: 10-15 years private client business Experience in a Swiss bank with global consulting essential In-depth knowledge in the areas of investments, financing, pension provision and several years of experience in individual client consulting A personality that corresponds to the values of Banca Migros, lives them and shares them Positive attitude, ability to identify customer needs and enthuse them Good knowledge of the territory German (A2) French (ADVANTAGEOUS) Italian (C1) What we offer Banca Migros: Accounts, mortgages and financial services at preferential terms Social benefits: Optimal coverage in case of illness and accident «private insurance» Flat hierarchy: Permeable hierarchies and exchanges between the various levels of functions Central workplace: Easily accessible and centrally located workplace First-name basis: True team spirit with transparent communication Only applications submitted online through the dedicated portal will be considered. Contact Ms. Floriana HR Business Partner E-Mail schreiben (<>) No suitable job? Subscribe to the job search subscription to receive relevant job offers via e-mail. Create job subscription jpid8e53d69jm jit0728jm jiy26jm