Senior Kundenberater:in Privatkunden mit Schwerpunkt Anlage — PostFinance
- Location
- Zürich
- Contract
- Full-time
- Posted
- 27 days ago
Full description
At PostFinance, our customers are the focus. As a customer consultant, you recognize their needs and accompany them with competent advice at eye level – whether digitally, on the phone or on site. Together with your team, you develop solutions that are simple and relevant and thus strengthen the customer relationship in a sustainable manner. With your commitment, you contribute to shaping the future of consulting at PostFinance personally and effectively.
You can do that.
- You take responsibility for your own customer portfolio and conduct holistic consultations on creation, provision and financing
- You plan your day independently, actively arrange customer appointments and shape your everyday life with high personal responsibility
- You contribute your ideas and achieve ambitious goals together with the team
- You will develop your knowledge in a targeted manner, especially in the areas of investing, provisioning and financing, and actively share your know-how in the team
- You optionally take over the deputy of the branch management
You bring that with you
- Completed basic training (EFZ) in the commercial sector or in sales as well as further training in banking and/or in pension schemes
- Experience in investment and pension consulting as well as enthusiasm for financial topics
- Open and empathetic approach with focus on building trust and customer centering
- Strong skills in customer acquisition and lead processing
- Collegial and helpful personality with pleasure in cooperation and joint success.
- Very good German and English skills as well as additional language skills as a plus
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 Zürich is CHF 117'000 - 180'000 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 Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich'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.
