Private client advisor basis (all) — Migros Bank
- Location
- Sursee
- Contract
- full-time
- Posted
- Yesterday
Role overview
You can get involved with us and, together with your team, inspire customers and help shape the customer advice of the future.
We are looking for you: a well-positioned personality who thinks ahead and is proactively involved.
- You can get involved with us and, together with your team, inspire customers and help shape the customer advice of the future.
- We are looking for you: a well-positioned personality who thinks ahead and is proactively involved.
- Our customers, whom you inspire with a smile and your positive charisma as soon as they enter our office.
- With a lot of humanity, you approach our customers with a holistic basic consultation.
Main responsibilities
- Our customers, whom you inspire with a smile and your positive charisma as soon as they enter our office.
- With a lot of humanity, you approach our customers with a holistic basic consultation.
- Your team, because you recognize the existing customer potential together with them and develop customer relationships further.
- Existing customers, whom you can also advise and inspire by telephone for Migros Bank with your winning and positioned nature. Requirements
- 1-3 years: Private client advice
- First experience in private client consulting as well as the necessary expertise in the areas of saving, financing, investing with funds and pensions, so that you can advise our customers professionally.
- A flair and joy in recognizing customer needs so that it is easy for you to inspire customers for the right financial solutions.
- A motivated, dynamic personality with pleasure to develop so that together we can shape your career at Migros Bank.
- A responsible, communicative and resilient personality that doesn’t get things off balance so quickly, because you win not only our customers, but also your team for you.
- You are flexible and can work on Monday, Tuesday and Friday to optimally cover our opening hours in the offices in Sursee and occasionally in Lucerne. Completed vocational apprenticeship (EFZ) in German (negotiation certain) Cosa of Friamo
Application process
- Application & Contact Patrick Käch HR Business Partner / Junior Responsible
- Recruitment process Personal video or telephone conversation For a large number of applicants, we optionally conduct a personal telephone or video conversation.
- This gives us the opportunity to get to know more candidates within a short time in order to invite suitable people for the next round.
- Duration until feedback: Up to one week Personality/Performance Test Under certain conditions, we use a personality test (BIP, Scales test, etc.) as an additional step to support selection.
- The results of the test may be personally discussed and form the basis for further selection.
- Duration until feedback: Up to one week of discussion with HR & specialist department The discussion is conducted virtually or on site with the responsible person from HR and/or the specialist department.
- It is primarily about learning more about the personnel and specialist skills and gives both sides the opportunity to assess the cultural fit into the company and team.
- Duration to feedback: Up to three weeks Get to know team Whether someone fits into the team is an important factor for employees and employers when deciding for or against employment.
Contacts
- After agreement, the contract is commissioned and sent for digital signature by e-mail. Duration until feedback: Up to one week
Additional details
- Existing customers, whom you can also advise and inspire by telephone for Migros Bank with your winning and positioned nature.
- You are flexible and can work on Monday, Tuesday and Friday to optimally cover our opening hours in the offices in Sursee and occasionally in Lucerne. Completed vocational apprenticeship (EFZ) in German (negotiation certain)
- After agreement, the contract is commissioned and sent for digital signature by e-mail. Duration until feedback: Up to one week
- Note for personnel service providers For this position we only consider direct applications. Grado di occupazione: 576 %
Notes and original content
- for personnel service providers For this position we only consider direct applications. Grado di occupazione: 576 %
- Requirements
- You are flexible and can work on Monday, Tuesday and Friday to optimally cover our opening hours in the offices in Sursee and occasionally in Lucerne.
- Completed vocational apprenticeship (EFZ)
- in German (negotiation certain)
- Cosa of Friamo
- After agreement, the contract is commissioned and sent for digital signature by e-mail.
- Duration until feedback: Up to one week
- Note for personnel service providers For this position we only consider direct applications.
- Grado di occupazione: 576 %
Questions about this listing
What salary does Migros Bank offer for this role?
Migros Bank lists CHF 69'500 - 106'000 gross per year for this position in Sursee. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Migros Bank offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Migros Bank during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Lucerne?
EU/EFTA residents living in the border zone of the country adjoining Canton Lucerne can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Lucerne's cantonal migration office or with HR during the application.
How do I apply for this position at Migros Bank?
Use the "Apply now" button on this page — it links directly to Migros Bank's original listing at jobs.migros.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
