Customer Advisor with focus on Investing & Provision

At PostFinance, our customers are at the center – and you right along with them. As a Customer Advisor, you recognize what people really need regarding financial matters and accompany them with competent advice on equal footing – digitally, by telephone, or on-site. In a dynamic team with broad experience in the financial and insurance sector, you develop innovative solutions together. In this way, you help shape the future of advisory to be personal, relevant, and impactful.

Why you start with us

Time for recovery
6 weeks of vacation and the possibility of unpaid leave.

Flexible working models
Part-time, job sharing, and top sharing.

Individual development
Diverse training and further education offers, temporary job changes, and stages.

Modern working worlds
Modern workplaces, co-working in Bern and Zürich, as well as home office in many areas.

Maternity & paternity leave
18 weeks fully paid maternity leave and 4 weeks paternity leave.

Health in focus
Preventive offers, ergonomic workplaces, and targeted support during longer absences.

Mobility offers
Free Halbtax or discounted GA as well as attractive bicycle, carsharing, and e-car offers.

Lived equal opportunity
Among other things through transparent salary information in our job advertisements.

What you can achieve

• You advise private customers holistically and according to their needs with a focus on investing and provision
• You actively approach customers, recognize their needs, and use sales opportunities in a targeted manner
• You build existing customer relationships and develop them sustainably
• You advise in the areas of everyday numbers, saving, and financing as part of daily business
• You inspire customers for digital solutions and self-service offers
• You manage the Kreuzlingen location independently and shape the advisory daily business independently three days per week

What you bring with you

• Completed basic training in the field of banking and finance as well as further training as IAF or financial planner
• Experience in needs-oriented advice for private customers
• Profound knowledge and strong affinity in the areas of investing and provision
• Sales flair, initiative, and enthusiasm for active customer approach with suitable solutions
• High customer and service orientation as well as strong communication skills
• Entrepreneurial thinking, strong drive, and the will to take on responsibility and to achieve goals
• Affinity for digital solutions as well as very good German skills in speaking and writing