Financial Planner (all)

About the job

With us, you can live out your enthusiasm for financial planning every day. You contribute to our clients making better decisions for their provision. We are looking for you: a personality who puts individual solutions for our clients at the centre.

What you achieve

• Development of customised financial plans in close collaboration with our regional financial planning specialists (sales)
• Support of sales in specialist questions including professional coaching
• Conducting specialist presentations at customer events
• Co-design in the expansion of the financial planning service

What you bring

• Education: Federal Diploma
• Specialisation: Financial Planning
• Professional experience: two to three years in financial planning
• Networked thinking as well as conceptual and analytical skills
• Initiative, flexible personality with precise working methods
• Great understanding of individual customer needs
• Enjoyment in preparing needs-based comprehensive financial plans for individuals
• Tool affinity (especially Allfina)
• German (C1)
• Italian (C1)
• French (ADVANTAGEOUS)

What we offer you

• Management benefits: One extra week of holiday per year for management members
• Childcare: up to CHF 300 per month and child for external childcare
• Flexible workplace / Home Office: Individual possibilities for home office
• Occupational pension: Very attractive pension fund with above-average employer contribution
• Migros Bank: Accounts, mortgages and financial services with preferential conditions
• Informal culture: Lived team spirit with transparent communication
• Flat hierarchies: Permeable hierarchies and cross-level exchange

Recruitment process

• Pre-selection of applications
• Personality/performance test
• Technical interview with case presentation
• Team introduction
• Offer & contract issuance (digital)

Contact
Mr Moritz Forrer
Team Leader HR Business Partner
moritz.forrer@migrosbank.ch

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