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Real Estate Customer Advisor

Bank Cler AG

Employment type
Full-time
Workload
80–100%
Location
Lausanne · Remote possible
Company
Bank Cler AG, 1000 Lausanne 25
First posted
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Ref 2581679 | Date: 29 Sept 2026 Banque Cler SA As a young subsidiary of Basler Kantonalbank, [we](< >) launched <<[Zak](< >)>>, the first smartphone bank on the Swiss market. This makes us a tiny bit faster, smarter and perhaps even more daring than other banks. Furthermore, we approach the question of money openly and, in general, we speak about the subjects that matter to us in a direct manner. For example, the necessity of seeing more women access positions of responsibility. This is why we particularly look forward to female applications. And men? They are, of course, always welcome. Would you like to learn more about us, know who we are and how we function? [With pleasure](< >). Real Estate Customer Advisor (Romandie Region) Frank, Grégoire, Florence, Valentin and other colleagues need reinforcement. In other words, they need you! Your mission * Advise customers in a personalized, professional and needs-oriented manner (housing and building cooperatives and real estate investors) * Proactively manage and develop your own client portfolio * Enthuse customers with your advice * Create networks and contribute to the reputation of our bank in your region (representation tasks) * Analyze and establish credit protocols * Study annual and income statements * Establish real estate estimations * Collaborate closely with the different internal structures Your contribution * At least three years of professional experience as a Real Estate Customer Advisor with your own client portfolio or as an assistant in this sector of activity * Excellent knowledge in the field of real estate financing * Good knowledge of the real estate market * A commercial or specialized training * Interpersonal skills and the ability to enthuse customers * A solution-oriented thinking capacity * Entrepreneurial spirit Your advantages * The question of money approached openly, including concerning equal pay - which is very real with us * A positive and peaceful team spirit * Development perspectives thanks to clear processes and regular development interviews * A workplace in the city center of Lausanne and/or Neuchâtel and the possibility to telework * Are you expecting a complete employment package from us? You are right. You can discover the details and many other advantages [here](< >). Any questions? P.S.: Because we are looking for a banking professional and not a copywriter, you can spare yourself the trouble of writing a cover letter. Instead, we would prefer you to answer three small questions in the application tool. Thank you! jpid6608848jm jpit0940jm jpiy26jm

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