Financial Planner (all) — Migros Bank
- Location
- Zürich
- Contract
- full-time
- Posted
- 6 days ago
Role overview
With us you can live up to your enthusiasm for financial planning every day.
You help our customers make better decisions for their prevention.
We are looking for you: a personality that puts individual solutions at the center of our customers.
- With us you can live up to your enthusiasm for financial planning every day.
- You help our customers make better decisions for their prevention.
- Development of tailor-made financial planning in close cooperation with our regional financial planning specialists (distribution)
- Support of sales in specialist issues including specialist coaching
- two to three years: financial planning Swiss Federal Institute for Finance
- networked thinking and conceptual and analytical skills
Main responsibilities
- Development of tailor-made financial planning in close cooperation with our regional financial planning specialists (distribution)
- Support of sales in specialist issues including specialist coaching
- Implementation of specialist meetings at customer events
- Co-design in the development of financial planning services
Key requirements
- two to three years: financial planning Swiss Federal Institute for Finance
- networked thinking and conceptual and analytical skills
- initiative, flexible personality with an exact working method
- great understanding of individual customer needs
- Kadervorteile: One week of holiday per year more for cadre members
- Childcare: up to CHF 300 per month and child to external childcare
- Flexible workplace / Home Office: Individual possibilities for home office
- Professional pension: Very attractive pension fund with above average employer contribution
- Migros Bank: Accounts, mortgages and financial services with preferential conditions
- Du-Culture: Lived team spirit with transparent communication
- Flat hierarchies: Permeable hierarchies and cross-level exchange
What the company offers
- joy in the elaboration of necessary comprehensive financial planning for natural persons tool affinity (especially Allfina) German (negotiation insurance) Italian (negotiation insurance) French (advantage) Cosa offriamo
Application process
- Duration to feedback: Up to three weeks Personality/Performance Test Under certain conditions, we use an additional step to support selection.The results of the test may be discussed in person and form the basis for further selection.
- Duration to feedback: Up to one week of expert discussion with case presentation Specific expertise will be tested using a case or other instruments of the instrument of the test.
- After the processing, the result of the leader is presented and then discussed together.
- Usually, the team is also represented at the presentation.
- As a rule, the talks are conducted by the superior person, without representatives from the HR.
- Duration to feedback: Up to three weeks to get to know the team Whether someone fits into the team is an important factor for employees and employers when deciding for or against employment.
- In an unforced context, we therefore give the opportunity for everyone to get to know each other.
- Offer & Contract Exhibition (Digital) After our oral job offer, the most important points of the contract are verified.
Contacts
- Recruitment Process Preselection of applications We continuously check incoming applications, create a preliminary selection and release them to the management for the view.The decision about the advancement or departure from the recruitment process is communicated by telephone or email.
- After agreement, the contract is commissioned and sent to the digital signature by e-mail.
Additional details
- Requisiti - two to three years: financial planning Swiss Federal Institute for Finance
- joy in the elaboration of necessary comprehensive financial planning for natural persons tool affinity (especially Allfina) German (negotiation insurance) Italian (negotiation insurance)
- Contatto Application & Contact Moritz Forrer Team Leader HR Business Partner
Notes and original content
- Requisiti - two to three years: financial planning
- Swiss Federal Institute for Finance
- joy in the elaboration of necessary comprehensive financial planning for natural persons
- tool affinity (especially Allfina)
- German (negotiation insurance)
- Italian (negotiation insurance)
- French (advantage)
- Cosa offriamo
Questions about this listing
What salary does Migros Bank offer for this role?
Migros Bank lists CHF 113'000 - 198'500 gross per year for this position in Zürich. 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 Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich 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 Zürich'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.
