Private Client Advisor, Lausanne — PostFinance
CHF 60'500 - 91'500
PostFinance · Lausanne (VD)
- Location
- Lausanne
- Contract
- other
- Posted
- —
SalaryCHF 60'500 - 91'500
Role overview
PostFinance must also remain at the forefront of innovation in the Swiss financial center in the future.
And this, in particular by providing competent advice to customers, on 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.
- PostFinance must also remain at the forefront of innovation in the Swiss financial center in the future.
- And this, in particular by providing competent advice to customers, on all questions relating to our financial services.
- You advise our customers on all financial matters in the branch, by telephone or online
- You are responsible for promoting PostFinance's services and products in the areas of investments, pension provision and the mortgage market
- Cosa offriamo Make the difference Contatto (Non specificato)
Main responsibilities
- You advise our customers on all financial matters in the branch, by telephone or online
- You are responsible for promoting PostFinance's services and products in the areas of investments, pension provision and the mortgage market
- You share your enthusiasm for PostFinance's services and products and easily organize your own meetings with customers
- Thanks to your dynamism and your great independence, you achieve the agreed sales and development objectives and contribute significantly to the success of PostFinance Required
- Minimum 2 years of experience in the Swiss banking/insurance sector required
- You live in the Lausanne region and you have good knowledge of the local market
- Continuing training in the banking field (IAF, SAQ)
- Independent personality with a strong customer orientation
What the company offers
- Cosa offriamo Make the difference Contatto (Non specificato)
