Private client advisor specializing in mortgage financing (all types)

Overview

Private client advisor specializing in mortgage financing (all types) - Lausanne - 80–100% Permanent position with no fixed term.

Tâches

• You spend most of your days conducting customer interviews while always being available for administrative tasks.
• Do you want to advise clients on real estate purchases, mortgage renewals, renovation work, and other related services?

Ce que tu apportes

• 2 to 3 years of experience in private banking
• Graduate school of banking
• Français (Très bonne maîtrise)
• Allemand (De préférence)
• Italy (De préférence)
• Thanks to your expertise, the client can make a real estate investment decision quickly and easily.
• You stand out thanks to your passion for sales and a strong focus on cross-selling.
• Your knowledge in the areas of pension plans and basic benefits
• Team spirit, good humor, and adaptability

Offer

• Flexible workplace/Home office
• Individual teleworking opportunities
• Modern infrastructure - Ergonomic and future-oriented workstation
• Occupational pension plans - Very attractive pension funds with a contribution rate above the standard rate