Investment Client Advisor
Post Company
full-time
Posted on:
Location Type: Office
Location: Lausanne • Switzerland
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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
investment advisorymortgage financingpension planningfinancial advisory
Soft skills
sales skillsclient retentionmotivatedindependentexcellent communication
Certifications
IAF Financial AdvisorAKAD certified Banking Economist