Financial Planner (all) 80-100% — Migros Bank

CHF 85'500 - 150'000

Migros Bank · Zürich (ZH)

Categoria: finance Contratto: full-time Salario: CHF 85'500 - 150'000

SalaryCHF 85'500 - 150'000

At our company, you can live your passion for financial planning every day.

You contribute to helping our customers make better decisions for their retirement.

We are looking for you: a personality who puts individual solutions for our customers at the center.

At our company, you can live your passion for financial planning every day.
You contribute to helping our customers make better decisions for their retirement.
Independent consulting and presentation of financial plans, including travel Close collaboration with customer advisors
Professional support and guidance for customer advisors in the financial planning process
Federal diploma in financial planning or equivalent qualification
Two to five years of experience in financial consulting/planning

Independent consulting and presentation of financial plans, including travel Close collaboration with customer advisors
Professional support and guidance for customer advisors in the financial planning process
Conducting technical presentations at customer events
Active development of the financial planning business in the region Requirements
Two to five years of experience in financial consulting/planning
Passion for financial planning and holistic consulting
Experience in customer consulting at a bank or financial services provider
Convincing presence and strong communication skills
Enjoy supporting, coaching, and developing customer advisors professionally
Entrepreneurial thinking and strong closing skills

LinkedIn Recruitment process Pre-selection of applications We continuously review incoming applications, create a pre-selection, and forward it to the manager for review.
Response time: up to three weeks.
Interview with HR & Technical Department (FFB-Group) The interview is conducted with the responsible HR person and/or the technical department, either virtually or on-site.
The primary goal is to learn more about personal and professional competencies and to give both parties the opportunity to assess the cultural fit within the company and team.
Team introduction Determining whether someone fits into the team is an important factor for both employees and employers in the decision-making process.
In an informal setting, we provide the opportunity for everyone to get to know each other.
Reference check When obtaining references, we verify impressions, strengths, and weaknesses with former supervisors or colleagues.
References may be requested after the first or second round and are only obtained with consent.

The decision to proceed or not in the recruitment process will be communicated by phone or email.
Upon agreement, the contract is prepared and sent for digital signature via email.
Flat hierarchies: Open hierarchies and cross-level exchange Contact Application & Contact Moritz Forrer Team Leader HR Business Partner [email protected] +41 44 839 84 44

Independent consulting and presentation of financial plans, including travel Close collaboration with customer advisors
Active development of the financial planning business in the region German (fluent/professional proficiency)
Note for recruitment agencies For this position, we only consider direct applications.

for recruitment agencies For this position, we only consider direct applications. Workload: 80-100%
Responsibilities
Independent consulting and presentation of financial plans, including travel
Close collaboration with customer advisors
Active development of the financial planning business in the region
Requirements
German (fluent/professional proficiency)
What we offer
Workload: 80-100%

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