Estate planner (all) — Migros Bank

Full description

In this newly created function, you contribute significantly to the establishment of estate planning. You advise our customers competently and empathetically, optimize processes and actively contribute your expertise. We are looking for you: a committed personality who, with expertise and enthusiasm, develops sustainable solutions tailored to the needs of our customers.

Luogo di lavoro: Migros Bank, Zurich branch - Seidengasse, Seidengasse 12, 8001 Zurich

Mansioni

• You contribute to the further development and development of the estate planning and bring your ideas into offers, processes and cooperation with the customer consulting units
• You will work in a newly created Swiss-wide estate team, share your expertise and support colleagues in technical issues
• You support the planning and implementation of the goals in the estate business and provide suggestions on how to increase growth and efficiency
• You advise and supervise discerning private clients on estate issues, create wills, marriage and inheritance contracts and, if necessary, lead will-execution mandates
• As an important contact person for estate issues, you maintain contacts with internal and external partners such as lawyers, tax consultants and notaries
• You support in the conception and implementation of professional training and further education for asset advisors and act as a speaker if necessary: in customer events

Requirements

• min. 5 years: estate, inheritance planning
• Completed studies (uni/ETH, FH, HF): Law
• Several years of professional experience in estate planning, ideally with a financial service provider or in a comparable consulting function
• Strong interest in the further development of the field and willingness to take responsibility in projects
• Good conceptual skills in cooperation in the design of services and processes as well as a structured, solution-oriented and networked way of thinking
• Enjoyment of interdisciplinary cooperation, high customer orientation and consulting flair as well as a high degree of integrity and discretion
• Readiness to travel
• in German (negotiation confident)
• French (advantageous)
• Italian (advantageous)

Cosa of friamo

• Central workplace: Optimally accessible, centrally located workplace
• Modern infrastructure: future-oriented and ergonomic workplace
• Healthy Work: Sabbaticals as a Regeneration Time After 7 Years of Employment
• Child care: up to CHF 300 per month per child to external child care
• Mobility: ZVV BonusPass for discounted public transport
• Occupational provision: Very attractive pension fund with above-average employer contribution
• Social benefits: Optimal coverage for sickness and accident "private"
• Migros Bank: accounts, mortgages and preferential financial services
• Cumulus points: Up to 5 additional points per franc purchase value
• Employee offers: Annual generous well-being credit
• Advantages of cadre: One week holidays per year more for cadre members
• Targeted promotion: Continuous, individual exchange for professional promotion
• Flexible workplace / Home Office: Individual possibilities for home office

Contatto

Application and contact Alexander Stauber HR Business Partner

Recruitment process

• Pre-selection of applications: We check applications received on an ongoing basis, create a pre-selection and release them to the manager for viewing. The decision to advance or withdraw from the recruitment process will be communicated by telephone or email. Duration to feedback: Up to three weeks
• Talks with HR & department: The interview 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
• Personality/performance test: Under certain conditions, we use a personality test (BIP, Scales test, etc.) as an additional step to support selection. The results of the test may be discussed personally and form the basis for further selection. Duration to feedback: Up to one week
• 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. Duration to feedback: Up to one week
• Offer & Contract Exhibition (Digital): After our oral job offer, the most important contract points are verified again. After agreement, the contract is commissioned and sent for digital signature by e-mail. Duration to feedback: Up to one week

Grado di occupazione: 80-100 %

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