Customer advisor private customers — PostFinance
- Location
- Zug
- Contract
- Full-time
- Posted
Full description
At PostFinance, our customers are the focus. As a customer advisor: you know what people really need around 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 and ambitious team with extensive financial and insurance experience. Together we shape the future of consulting: personally, relevantly and with effect.
You can do that.
- You take responsibility for your own customer portfolio by expanding it and maintaining customer relationships.
- You will conduct holistic consultations around the submarkets of numbers and savings, investing, pensions and financing.
- You reconcile customer appointments and shape your everyday life with great autonomy.
- You contribute your ideas and achieve ambitious goals together with the team.
- You develop your knowledge in a targeted way, especially in the topics of investing, provisioning and financing, and actively share your know-how in the team.
You bring that with you
- Experience in pension and investment advice as well as enthusiasm for financial topics
- An open, empathetic appearance that creates trust and focuses on customers
- Motivated, reliable and independent personality with Macher-Mindset
- Very good knowledge of German, other languages are an advantage
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 Zug is CHF 79'000 - 121'500 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 Zug?
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 Zug's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Zug'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.
