Kundenberater:in mit Schwerpunkt Anlegen & Vorsorge — PostFinance
- Location
- Kreuzlingen
- Contract
- Full-time
- Posted
- Today
Full description
At PostFinance, our customers are the focus – and you are right with them. As a customer consultant, you recognize what people really need about financial issues and accompany them with competent advice at eye level – digitally, by phone or on site. In a dynamic team with broad experience in the financial and insurance sector, you will develop innovative solutions together. In this way, you shape the future of advice personally, relevantly and effectively.
You can do that.
- You advise private customers: inside holistically and needs-oriented with focus on investing and provision
- You actively address customers, recognize their needs and use sales opportunities specifically
- You build up existing customer relationships and develop them sustainably
- You advise in the areas of numbers in everyday life, saving and financing as part of daily business
- You inspire customers for digital solutions and self-service offers
- You are responsible for the Kreuzlingen location and you design the consulting day independently for three days a week.
You bring that with you
- Completed basic banking and finance training and further education as an IAF or financial planner
- Experience in need-oriented advice for private customers: inside
- In-depth knowledge and strong affinity in the areas of investing and prevention
- Sales flair, initiative and enthusiasm for an active customer approach with suitable solutions
- High customer and service orientation as well as strong communication skills
- Entrepreneurial thinking, strong drive and will to take responsibility and achieve goals
- Affinity for digital solutions as well as very good knowledge of German in words and writing
Questions about this listing
What salary does PostFinance offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Kreuzlingen is CHF 68'500 - 105'000 gross per year — an estimate, not a figure communicated by PostFinance. The calculator on this site converts a gross salary into your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does PostFinance offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with PostFinance during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Thurgau?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Thurgau's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Thurgau's cantonal migration office or with HR during the application.
How do I apply for this position at PostFinance?
Use the "Apply now" button on this page — it links directly to PostFinance's original listing at jobs.postfinance.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
