Private Client Advisor

With us, you can get involved and contribute to shaping client advice
Private Client Advisor (all genders)
With us, you can get involved and contribute to shaping the client advice of the future. We are looking for a personality that anticipates. A person with whom we will imagine the future, in a team, with new ideas and a new momentum. Join the bank which, with its approximately 2000 employees, places people at the center of its concerns.
Private Client Advisor (all genders)
With us, you can get involved and contribute to shaping the client advice of the future. We are looking for a personality that anticipates. A person with whom we will imagine the future, in a team, with new ideas and a new momentum. Join the bank which, with its approximately 2000 employees, places people at the center of its concerns.
What you accomplish
You offer our clients professional and personalized 360° advice, in a wide range of services: investments, financing, pension provision
Your proactive approach allows you to develop business through the acquisition of new clients, so that Banque Migros becomes their main financial partner
With your team, you focus on the financial well-being of our clients
What you bring
Education: Completed professional apprenticeship (CFC)
Specialization: Financial advice
Professional experience: 3-5 years Private clients
Your experience in private client advice has brought you solid technical knowledge in the fields of investments, mortgages, and pension provision
Your listening skills and sense of communication allow you to establish and maintain trusting relationships with your clients, to identify their needs and to excite them
Your dynamic, open, and positive personality makes you an essential member of your team, who lives and shares the human values of Banque Migros
French (C1)
What we offer you
Centralized workplace: Central workplace, very well accessible
Fair remuneration: Solid global package including salary, social security, and pension provision
Offers for employees: Generous annual "well-being" contribution
Flat hierarchies: Permeable hierarchies and cross-sector exchanges
Banque Migros: Accounts, mortgage loans, and financial services at preferential conditions
Social benefits: Optimal coverage in case of illness and private in case of accident
Childcare: Up to 300 francs per month and per child for external childcare
Individual continuing education: Attractive contributions for external training
Only online applications submitted via the portal will be considered.
Contact
Madame Véronique Puhlmann
HR Business Partner
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