Post Company

Investment Client Advisor

Post Company

full-time

Posted on:

Location Type: Office

Location: Lausanne • Switzerland

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • You advise our clients on all financial matters
  • You have solid experience in comprehensive investment advisory, mortgage financing, and pension planning
  • You possess excellent investment knowledge which you present to our clients professionally
  • You share your enthusiasm for PostFinance's services and products

Requirements

  • Degree from a School of Management or continued education in banking (e.g., IAF Financial Advisor or AKAD certified Banking Economist)
  • At least 3 to 5 years of experience in financial advisory at a bank in the Swiss financial centre
  • Motivated, independent personality with excellent sales skills and client retention abilities
  • Perfect command of French, ideally with knowledge of additional foreign languages
Benefits
  • No information specified regarding benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment advisorymortgage financingpension planningfinancial advisory
Soft Skills
sales skillsclient retentionmotivatedindependentexcellent communication
Certifications
IAF Financial AdvisorAKAD certified Banking Economist