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Finance Advisor — Lausanne

AXEPTA SA

Employment type
Full-time
Location
Lausanne
Company
AXEPTA SA, 1005 Lausanne
First posted
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Our client is a leading player in financial consulting Finance Advisor M/F Lausanne Our client is a leading player in financial consulting in Switzerland, present in the fields of pension planning, insurance, investment, and real estate. As part of its development, we are looking for a Finance Advisor motivated to build a lasting career, in an environment that values people, performance, and progression. After an integration and training period, you will support your clients in analyzing their personal situation and guide them towards the solutions most suited to their financial objectives. You will develop your portfolio by building relationships of trust. Finance Advisor M/F — Lausanne What we offer: From your arrival, you benefit from personalized support and a structured training path, leading to recognized certifications: IAF and federal diploma. The evolution is transparent and meritocratic, the rules and criteria are clear and the same for everyone. Depending on your ambitions, you can evolve towards a senior advisor role or towards management functions. You are the conductor of your career. Your profile: We are not looking for a perfect CV. We are looking for the right person. Strong personality, real motivation, development potential Taste for consulting, client relations, and business development Entrepreneurial spirit, autonomy, and sense of responsibility Professional ambition and desire to invest in a long-term project Higher education appreciated, but not decisive Interest in finance, pension planning, insurance, real estate, and investments Swiss nationality or valid B/C permit Clean criminal record and absence of debt enforcement jpidcf9c67cjm jpit0731jm jpiy26jm

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Posted 1 week ago

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