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Finance Advisor M/F - Lausanne

Jobup

Employment type
Full-time
Location
Lausanne
First posted
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• 24 juin 2026 • 100% • Durée indéterminée • avenue villamont, 1005 Lausanne • Log in to see the jobup.ch salary estimate 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 motivated Finance Advisor to build a sustainable 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: Dès your arrival, you 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. • Assertive personality, real motivation, development potential • Taste for consulting, customer 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 no debt enforcement proceedings

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Posted 6 weeks ago

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