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Private client advisor

Lausanne
Banque Migros
Inserat online seit: 12 Februar
Beschreibung

With us, you can get involved and contribute to shaping the future of customer advisory services in the banking sector. We are looking for a forward-thinking personality. A person with whom to envision the future, working as a team, with new ideas and a fresh impetus. Join the bank that, with its few positions, places people at the center of its endeavors since you accomplish. Through your professional advice in the core areas of investments, financing, insurance, and basic banking products, you help your clients achieve their financial objectives. Your proactive approach allows you to grow the business by acquiring new clients, so that Migros Bank becomes their primary financial partner. You bring your ideas while supporting Migros Bank's digital initiatives and help us shape the future of our institution. What you bring:Education: Completed vocational training (CFC) in financial consultingWork experience: 2 to 3 years of experience in comprehensive 360° advisory services for private clients Good knowledge in the areas of investments, mortgages, and insurance Experience in 360° comprehensive consulting for individual clients A personality that aligns with Migros Bank's human values, lives them, and shares them A positive attitude, the ability to identify clients' needs, and to inspire them with an innate sense of service (capable of leading the offers we propose to you)Offers for you:Generous annual well-being contribution Childcare: Up to 300 francs per month per child for external childcare Flexible workplace/remote work: Individual remote work opportunities Migros Bank: Accounts, mortgages, and financial services on individual conditions Contributions for external parties Only applications submitted online via the portal will be considered. Contact: Véronique Puhlmann Didn't find a suitable position? Activate a job alert to receive tailored job offers via email. Create a vacant post subscription. jide7d69abaen jit0207aen jpiy26aen

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