Private Client Consultant — Banca Migros
Role overview
At Banca Migros, you can play an active role and contribute to shaping the future of client consulting and banking sector digitalization.
We're looking for you: a forward-thinking personality to work in a team to give shape to the future with new ideas, innovative spirit, and enthusiasm.
## Responsibilities - With your professional consulting in the sectors of basic investments, financing, pension, and banking products, advise our clients with professionalism - With your support, help clients achieve their financial goals - With your proactive approach, you can enthrall our clients so that Banca Migros becomes their primary financial partner - Contribute with your ideas, support the digital transformation of Banca Migros, and help shape the future of our company - You are well-rooted in the Italian-speaking Swiss territory and particularly in the Luganese region ## Requirements - 10-15 years: Private Client - Specialized higher education: Banking & Finance - Essential experience in banking in a Swiss global consulting bank - In-depth knowledge in the sectors of investments, financing, pension, and several years of experience in individual client consulting - A personality that corresponds to the values of Banca Migros, lives them, and shares them - Positive attitude, ability to identify client needs and enthrall them - Good knowledge of the territory - German (Good knowledge) - French (Preferred) - Italian (Excellent) ## What We Offer - Banca Migros: Accounts, mortgages, and financial services at preferential conditions - Social benefits: Optimal coverage in case of illness and injury "private insurance" - Horizontal hierarchy: Permeable hierarchies and exchanges between various levels of functions - Central workplace: Optimal workplace access and central location - Giving each other a "you": True team spirit with transparent communication ## Contact Contact Floriana Bernasconi HR Business Partner floriana.bernasconi@migrosbank.ch ## Note for Recruitment Agencies Only direct applications will be considered for this position.
Description
At Banca Migros, you can play an active role and contribute to shaping the future of client consulting and banking sector digitalization.
We're looking for you: a forward-thinking personality to work in a team to give shape to the future with new ideas, innovative spirit, and enthusiasm.
## Responsibilities - With your professional consulting in the sectors of basic investments, financing, pension, and banking products, advise our clients with professionalism - With your support, help clients achieve their financial goals - With your proactive approach, you can enthrall our clients so that Banca Migros becomes their primary financial partner - Contribute with your ideas, support the digital transformation of Banca Migros, and help shape the future of our company - You are well-rooted in the Italian-speaking Swiss territory and particularly in the Luganese region ## Requirements - 10-15 years: Private Client - Specialized higher education: Banking & Finance - Essential experience in banking in a Swiss global consulting bank - In-depth knowledge in the sectors of investments, financing, pension, and several years of experience in individual client consulting - A personality that corresponds to the values of Banca Migros, lives them, and shares them - Positive attitude, ability to identify client needs and enthrall them - Good knowledge of the territory - German (Good knowledge) - French (Preferred) - Italian (Excellent) ## What We Offer - Banca Migros: Accounts, mortgages, and financial services at preferential conditions - Social benefits: Optimal coverage in case of illness and injury "private insurance" - Horizontal hierarchy: Permeable hierarchies and exchanges between various levels of functions - Central workplace: Optimal workplace access and central location - Giving each other a "you": True team spirit with transparent communication ## Contact Contact Floriana Bernasconi HR Business Partner floriana.bernasconi@migrosbank.ch ## Note for Recruitment Agencies Only direct applications will be considered for this position.
