Private Banking Advisor, Herisau — PostFinance

Role overview

Descrizione At PostFinance, our customers are at the centre.

As a customer advisor, you know what people really need about financial issues.

You accompany them with competent advice at eye level – whether digital, on the phone or on site.

You will become part of a dynamic team that has extensive experience in the financial and insurance sector and assist you in developing and implementing innovative solutions.

Together we shape the future of consultation: personal, relevant and effective.

You can do that

• You take responsibility for your own customer portfolio and conduct holistic consulting talks around seizures, precautions and finance
• You plan your day independently, actively agree customer appointments and shape your everyday life with great autonomy
• You bring your ideas, follow new advice approaches and achieve ambitious goals together with the team
• You develop your knowledge in a targeted manner, in particular in the fields of application, prevention and financing, and actively participate in your know-how.

• In addition, you are ready to serve our clients 1-2 per week at our main location in St.

Gallen That's what you bring

• Complete basic training (EFZ) in the commercial sector or in the sale, ideally supplemented by further training in banking or pensions
• Experience in preventive and investment consulting as well as enthusiasm for financial topics
• An open, empathic appearance that creates trust and places customers in the centre
• Very good knowledge of German, other languages are a plus Contatto