Customer Advisor in Investment, Lausanne with experience and especially a pioneering spirit You are not looking for a job, but a way to make things happen, assume responsibilities, and explore new paths in Digital Banking within a bold team? Join us! Our common goal Thanks to your recognized skills as a Customer Advisor, you excel in all matters concerning our mortgages, our pension products, and mainly all our investment solutions. Online, by phone, or in person, you make things simple for our clients through your expertise and your ability to take action. You support our clients with all financial questions and have solid experience in global investment advice, mortgage financing, and pension planning. You possess excellent investment knowledge that allows you to offer solutions to our clients with professionalism. You share your enthusiasm for PostFinance services and products and easily organize your own appointments with clients in Lausanne and Bussigny. Thanks to your dynamism and great independence, you meet the agreed sales and development targets and contribute positively to the success of PostFinance. What you bring A degree from a School of Management or further training in the banking field (financial advisor IAF or AKAD economist graduated). The CWMA is a commitment to achieve it. A minimum of 3 to 5 years of experience in financial advising at a banking institution in the Swiss financial center, enabling you to offer our clients tailored and personalized solutions. A motivated, independent personality with excellent sales skills and customer relationship abilities. Perfect command of French, ideally with knowledge of foreign languages. If you meet the requirements for this position, we offer you a fair annual salary between and per year (100% rate). However, we are also interested in talented candidates who do not yet meet all the requirements or who have significant experience. In this case, your salary may be slightly lower or higher than this range. Do you want to explore new paths with us? Then we look forward to meeting you! Do you have any questions about the position? Yannick Piot Branch Manager Lausanne Your application will be handled by Bailly People Partner. jidbb6f876aen jit0310aen jpiy26aen