Junior Private Client Advisor (all) — Migros Bank
NewCHF 79'000 - 138'500
Migros Bank · Winterthur (ZH)
- Location
- Winterthur
- Contract
- full-time
- Posted
- Yesterday
SalaryCHF 79'000 - 138'500
Role overview
With us you can get involved and help shape the customer advice of the future and the digitalization of banking.
We are looking for you: a personality that thinks ahead.
Someone with whom we as a team shape the future with fresh ideas, innovations and passion.
- With us you can get involved and help shape the customer advice of the future and the digitalization of banking.
- We are looking for you: a personality that thinks ahead.
- Finalized initial/short consultation of private clients in the core areas of account/payments/savings, pension account, investment and financing
- Identification, treatment and mediation of customer potential in all core areas (cross-selling/terminal agreements)
- You can ask questions in a networked and structured way during counselling German (negotiable) Cosa offriamo
Main responsibilities
- Finalized initial/short consultation of private clients in the core areas of account/payments/savings, pension account, investment and financing
- Identification, treatment and mediation of customer potential in all core areas (cross-selling/terminal agreements)
- Active customer contact in the context of market development (example sales opportunities from campaigns)
- Various assistance tasks and general administration Requirements
- Mind you. 1-2 years: Private client consultancy bank
- Completed vocational apprenticeship (EFZ): Bank KV
- First practical experience in sales-oriented consulting
- Expertise in account, figures, savings, cash bonds and personal loans
- Basic knowledge of pensions, mortgages, investing
- Central workplace: Optimally accessible, centrally located workplace
What the company offers
- You can ask questions in a networked and structured way during counselling German (negotiable) Cosa offriamo
Application process
- Recruitment process Pre-selection of applications We continuously review applications received, create a pre-selection and release them to the manager for viewing.
Contacts
- Application & Contact Alexander Stauber HR Business Partner [email protected] LinkedIn
- The decision on progress or withdrawal from the recruitment process will be communicated by telephone or email.
- Duration until feedback: Up to three weeks Personal video or telephone conversation We optionally conduct a personal telephone or video conversation for a large number of applicants.
- 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 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 of test work A trial day or half day gives the opportunity to get to know the future working environment and the team members better.
- And vice versa, it gives us a chance to assess how well someone fits into the team.
- Duration to feedback: Up to three weeks of reference information When obtaining references, we ask for impressions, strengths and weaknesses again and have them verified by former supervisors or employees.
- References can be obtained after the first or second round and are only made with consent.
Additional details
- Various assistance tasks and general administration
- You can ask questions in a networked and structured way during counselling
- Application & Contact Alexander Stauber HR Business Partner [email protected]
- 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: 179%
Notes and original content
- for personnel service providers For this position we only consider direct applications. Grado di occupazione: 179%
- Requirements
- German (negotiable)
- Cosa offriamo
- 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: 179%
