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Financial Advisor H/F — Lausanne

AXEPTA SA

Employment type
Full-time
Location
Lausanne
First posted
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Financial Advisor H/F — Lausanne Our client is a reference 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 motivated Financial Advisor to build a lasting career, in an environment that values human, performance, and progression. After a period of integration and training, you will accompany your clients in analyzing their personal situation and guide them towards the solutions most adapted to their financial objectives. You will develop your portfolio by building trust relationships. Financial Advisor H/F — Lausanne What we offer: From your arrival, you will benefit from personalized support and a structured training course, 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. Asserted personality, real motivation, development potential Taste for consulting, customer relationship, and commercial 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 jpidec8193bjm jit0626jm jiy26jm proceedings

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Posted 6 weeks ago

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