Onsite Private Client Advisor

Posted 2 days ago

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About the role

  • Private Banking Advisor providing financial guidance through PostFinance's services in Switzerland. Advising clients on investment, retirement planning, and mortgages in person and remotely.

Responsibilities

  • You advise our clients on all financial matters in branch, by telephone or online
  • You are responsible for promoting PostFinance's services and products in the areas of investments, pension planning and the mortgage market
  • Thanks to your dynamism and strong independence, you achieve the agreed sales and development targets and contribute significantly to PostFinance's success

Requirements

  • Minimum 2 years' experience in the Swiss banking/insurance sector required
  • You live in the Morges or Nyon region and have good knowledge of the local market
  • Independent personality with a strong customer orientation

Benefits

  • Ongoing training in banking and/or insurance

Job title

Private Client Advisor

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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