Private Client Advisor
Post Company
full-time
Posted on:
Location Type: Office
Location: Nyon • Switzerland
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About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
independencecustomer orientationdynamism