Private Client Advisor
- Employment type
- Full-time
- Location
- Zürich
- Company
- Migros Bank AG, Seidengasse 12, 8001 Zürich
- First posted
Private Client Advisor (all)
With us, you can get involved and help shape the customer advice of the future. We are looking for you: A personality that thinks ahead. Someone with whom we, together as a team, will shape the future with fresh ideas, innovations, and passion. Move further - with the bank that, together with around 2'000 employees, has placed people at the center since 1958.
What you move
Comprehensive and professional advice for our customers in the core areas of investing, financing, and retirement planning
Together with your team, you take care of the further development and expansion of team-supported customers
With your winning and cheerful manner, you will easily succeed in acquiring and inspiring new customers
Together with our financial planning experts, you address customer needs
Participating in market development measures and events gives you pleasure
What you bring
Education: Completed vocational apprenticeship (EFZ)
Specialization: Bank
Professional experience: Min. 2 years customer advice
Due to your experience in private client advice, you have good specialist knowledge in the areas of investing, financing, and retirement planning
Flair for actively expanding and maintaining customer relationships in the long term
Experience in the successful acquisition of new customers
Flair and joy in recognizing customer needs and inspiring them for the appropriate financial solutions
High team orientation as well as helpfulness and reliability
German (C1)
What we offer you
Social benefits: Optimal coverage for illness and accident «Privat»
Employee offers: Annual generous Well\-being\-credit
Migros Bank: Accounts, mortgages, and financial services with preferential conditions
Cumulus\-points: Up to 5 additional points per franc of purchase value
Catering: Versatile catering range with a meal allowance
Childcare: up to CHF 300 per month and child for external childcare
You\-culture: Lived team spirit with transparent communication
Flat hierarchies: Permeable hierarchies and cross-level exchange
Only online applications via the application portal will be considered.
Recruitment process
Pre-selection of applications
Interview with HR & specialist department
Get to know the team
Offer & contract issuance (Digital)
Contact
Mr.
Team Leader HR Business Partner
Write e-mail (<>)
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Posted 3 weeks ago