Private Client Advisor, Lausanne

In the future too, PostFinance must remain at the forefront of innovation in the Swiss financial center. This is achieved, notably, by providing competent advice to clients for all questions relating to our financial services. Whether online, by telephone, or in person: as a Private Client Advisor, you make money management as simple as possible thanks to your sales experience and your sense of service. This is why you join us Rest periods 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 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 Preventative offers, ergonomic workstations, and targeted support in case of prolonged absences. Mobility offers Free half-fare travelcard or AG at a reduced price and attractive offers for bicycles, carsharing, and electric cars. Equal opportunities For example, through salary transparency in job offers. Make a difference • You advise our clients on all financial questions in branches, by telephone, or online • You are responsible for promoting PostFinance services and products in the fields of investments, pension planning, and the mortgage market • You share your enthusiasm for PostFinance services and products and easily organize your own appointments with clients • Thanks to your dynamism and great independence, you achieve the agreed sales and development goals and contribute significantly to the success of PostFinance What you bring • Minimum 2 years of experience in the Swiss banking/insurance sector required • You live in the Lausanne region and have good knowledge of the local market • Continuing education in the banking field (IAF, SAQ) • Independent personality with a strong customer orientation