Financial Planner (all) 80-100% — Migros Bank
- Location
- Zürich
- Contract
- full-time
- Posted
- 51 days ago
Role overview
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
Main responsibilities
- 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
Key requirements
- Federal diploma in financial planning or equivalent qualification
- 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
- Independent, structured, and solution-oriented working style
Application process
- 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.
Contacts
- 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
Additional details
- 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.
Notes and original content
- 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%
Questions about this listing
What salary does Migros Bank offer for this role?
Migros Bank lists CHF 85'500 - 150'000 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.
