Client Financing Specialist

vor 2 Monaten


Lausanne, Waadt, Schweiz PostFinance Vollzeit

PostFinance - Lausanne

We are seeking a dedicated Client Financing Specialist who is passionate about delivering exceptional financial guidance. Your primary responsibility will be to assist clients in managing their finances effectively, whether through digital platforms, phone consultations, or face-to-face meetings.

Key Responsibilities:

  • Providing expert financial advice to clients via various communication channels
  • Overseeing the mortgage financing sector for the branch and offering insights on investment opportunities and retirement plans
  • Promoting PostFinance's diverse range of services and products while efficiently coordinating client appointments
  • Independently meeting sales and development objectives, playing a vital role in the overall success of PostFinance

Required Qualifications:

  • Educational background in banking with a minimum of 2-5 years of experience in the Swiss banking industry, with a keen interest in the mortgage sector
  • Self-motivated and proactive individual with strong initiative
  • Fluent in French

Compensation:

The gross salary for this position ranges from $100,000 to $120,000 annually (full-time), negotiable based on your experience.

Benefits of Working with Us:

  • Commitment to equal opportunity, attractive allowances for childcare and professional development, transport discounts, preferential rates on mortgages, accounts, credit cards, and complimentary deposits, along with various employee perks
  • Generous vacation policy, including six weeks of paid leave and options for unpaid time off
  • Opportunities for career advancement and ongoing training, modern work environments, flexible schedules, and remote work options

For More Information:

For additional details, please reach out to our People Attraction Partner or the Branch Manager.



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