Customer Advisor: Private Customers with Option for Deputy Branch Manager

At PostFinance, our customers are at the center. As a customer advisor, you know what people really need when it comes to financial questions. You accompany them with competent advice at eye level - whether digital, by phone, or on site. You will be part of a dynamic team that has extensive experience in the finance and insurance sector and will support you in developing and implementing innovative solutions. Together, we shape the future of consulting: personal, relevant, and effective. That's 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 opportunities, temporary job changes, and internships. Modern work environments Modern workplaces, co-working in Bern and Zürich, as well as home office in many areas. Maternity and paternity leave 18 weeks of fully paid maternity leave and 4 weeks of paternity leave. Health in focus Preventive offers, ergonomic workplaces, and targeted support in case of longer absences. Mobility offers Free half-fare or discounted GA, as well as attractive bike, car sharing, and e-car offers. Lived equal opportunities Among other things, through transparent salary statements in our job postings. What you can achieve • You take responsibility for your own customer portfolio and conduct holistic advisory conversations around investing, providing for the future, and financing • You plan your day independently, actively schedule customer appointments, and design your daily routine with great autonomy • You bring in your ideas, pursue new consulting approaches, and achieve ambitious goals together with the team • You develop your knowledge specifically further, especially in the topics of investing, providing for the future, and financing, and share your know-how actively in the team • You optionally take on responsibility as deputy branch manager What you bring • Completed basic training (EFZ) in the commercial or sales sector, supplemented by further training in banking and/or provision • Experience in provision and investment consulting as well as enthusiasm for financial topics • An open, empathetic demeanor that creates trust and puts customers at the center • Pronounced skills in customer acquisition and lead processing • Very good German and English skills, additional languages are a plus