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Financial Advisor — Lausanne

AXEPTA SA

Employment type
Full-time
Location
Lausanne
First posted
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Our client is a leading player in financial advisory Financial Advisor Our client is a leading player in financial advisory in Switzerland, present in the fields of pension planning, insurance, investment, and real estate. As part of its development, we are looking for a motivated Financial Advisor to build a sustainable career, in an environment that values human beings, performance, and progression. After an integration and training period, you accompany your clients in the analysis of their personal situation and guide them towards the solutions most adapted to their financial objectives. You develop your portfolio by building relationships of trust. Financial Advisor M/F — Lausanne What we offer: From your arrival, you benefit from personalized support and a structured training path, leading to recognized certifications: IAF and federal diploma. Evolution is transparent and meritocratic, the rules and criteria are clear and the same for everyone. Depending on your ambitions, you can evolve towards a senior advisor role or towards management functions. You are the conductor of your career. Your profile: We are not looking for a perfect CV. We are looking for the right person. Assertive personality, real motivation, development potential Taste for advisory, customer relations, and business development Entrepreneurial spirit, autonomy, and sense of responsibility Professional ambition and desire to invest in a long-term project Higher education appreciated, but not decisive Interest in finance, pension planning, insurance, real estate, and investments Swiss nationality or valid B/C permit Clean criminal record and absence of debt collection proceedings jpidc9cd336jm jpit0626jm jpiy26jm

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Posted 6 weeks ago

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