Consulente Clienti privati (tutti generi) — Banca Migros

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Full description

From us, you can play an active role and help shape future customer advice and digitization of the banking sector. We are looking for you: a personality that thinks in advance, with which to work in team to shape the future with new ideas, innovative spirit and enthusiasm.

Shipments

  • Thanks to your professional advice in the fields of investment, financing, security and banking, we recommend our customers with professionalism
  • Thanks to your proven experience in financial management, in the development of customers with portfolio titles and in knowledge of markets and financial instruments, you can generate added value
  • Thanks to your proactive approach, you can excite our customers so that the Migros Bank becomes their main financial partner
  • Contribute with your ideas, support the digital transformation of the Migros Bank and help us shape the future of our company
  • You are well-rooted in the territory of Italian Switzerland and in particular of Luganese

Requirements

  • 10-15 years: Private advice
  • High school: Banking and Finance
  • Multiannual banking experience in a Swiss essential global consulting bank
  • In-depth knowledge in the fields of investment, financing, pension and several years of experience in advising individual customers
  • A personality that corresponds to the values of the Bank Migros, lives them and share them
  • A positive attitude, prepared for teamwork and ability to address challenges, understand customer needs and engage them enthusiastically
  • Good knowledge of the territory
  • Italian (Good Level)
  • German (Good knowledge)
  • French (Good knowledge)
  • English (in preference)

What we offer

  • Social benefits: Optimum cover in case of disease and accident «private insurance»
  • Bank Migros: Accounts, mortgages and financial services under preferential conditions
  • Central workplace: Optimal and centrally accessible workplace
  • Advantages of paintings: A week of extra holidays per year for social workers
  • Giving yourself: True team spirit with transparent communication
  • Horizontal hierarchy: Permeable hierarchies and exchanges between the various levels of functions

Contact

Floriana Bernasconi HR Business Partner ## Note for staff agencies Only direct applications will be considered for this position.

Job details

  • Company: Banca Migros
  • Position: Consulente Clienti privati (tutti generi)
  • Location: Lugano, Ticino
  • Salary: CHF 49'500 - 75'000 (source unverified)
  • Posted on: 2026-07-10
  • Expired on: 2026-10-03

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