Investment Client Advisor, Lausanne

Thanks to your recognized skills as a Client Advisor, you excel in all matters concerning our mortgages, our pension products and mainly all our investment solutions. Online, by phone or in person, you make things simple for our clients thanks to your expertise and your dynamism. This is why you join us Rest time 6 weeks of vacation and the possibility to take unpaid leave. Flexible working models Part-time, jobsharing and topsharing. Personal development Varied offers of training and professional development, possibility of temporary job changes and internships. Modern working environment Modern workstations, coworking in Berne and in Zurich as well as teleworking in many units. Maternity leave and paternity leave 18 weeks of fully paid maternity leave and 4 weeks of paternity leave. Priority on health Preventive offers, ergonomic workstations and targeted support in case of prolonged absences. Mobility offers Free half-fare subscription or AG at a reduced price and attractive offers for bicycles, carsharing and electric cars. Equal opportunities For example with salary transparency in job offers. Make a difference • You accompany our clients for all financial questions and you have solid experience in global advice on investments, mortgage financing and pension • You possess excellent knowledge in investment which allows you to propose them to our clients with professionalism • You share your enthusiasm for the services and products of PostFinance and you easily organize your own appointments with clients in Lausanne and in Bussigny • Thanks to your dynamism and your great independence, you achieve the agreed sales and development objectives and contribute significantly to the success of PostFinance What you bring • Haute Ecole de Gestion or continuing education in the banking field (IAF financial advisor or AKAD graduate bank economist). The CWMA certification or a commitment to obtain it • At least 3 to 5 years of experience in financial advice with a banking institution of the Swiss financial center, allowing you to offer our clients adapted and personalized solutions • Motivated, independent personality possessing excellent sales and client loyalty skills • Perfect command of French with ideally knowledge in foreign languages