Finance Advisor M/F — Lausanne
- Employment type
- Full-time
- Location
- Lausanne
- Company
- AXEPTA SA, 1005 Lausanne
- First posted
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 a period of integration and training, you will support your clients in the analysis of 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 will benefit from personalized support and a structured training path, leading to recognized certifications: IAF and federal diploma.
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 jpida385ed7jm jit0731jm jiy26jm
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Posted 1 week ago