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
Junior Counselor supervising camper groups during Summer Camp at Milton Academy. Engaging campers in activities and ensuring safety and participation throughout the program.
Senior Counselor overseeing camper groups throughout the day at Milton Academy Summer Camp. Leading and participating in various activities while ensuring campers' safety and engagement.
Summer Camp Squash Counselor at Milton Academy overseeing squash campers and assisting the head squash coach. Communicating effectively, guiding activities and ensuring camper engagement in a dynamic educational environment.
Vendeur conseil en boucherie pour Novoviande, acteur de la boucherie traditionnelle. Offrir la meilleure qualité de service et faire preuve de dynamisme et rigueur en équipe.
Inpatient Financial Counseling Specialist performing benefit education and validation for patients at Ensemble Health Partners. Collecting patient liabilities and assisting in registration tasks at Mercy - Lorain Hospital.
Substance Abuse Counselor providing drug and alcohol counseling to adult clients in a non - residential program. Leading recovery skills training and supporting client rehabilitation activities.
Counselor providing high - quality direct counseling services and consultation to ecclesiastical leaders. Collaborating with team and ensuring compliance with agency policies and standards.
Actuarial Consultant managing pricing strategies for retirement risk transfer products at iA Financial Group. Collaborating with internal teams and external consultants to develop innovative solutions.