Customer Advisor 100%
- Employment type
- Full-time
- Location
- Lausanne
- First posted
- 20 August 2026
- 100%
- Indefinite duration
- French (Fluent)
- Place Saint François 5, 1003 Lausanne
- Log in to see the jobup.ch salary estimate
Position based in Lausanne (with training within our premises in Geneva)
Your main missions:
- Manage and develop a portfolio of private clients;
- Identify client needs and propose suitable services;
- Ensure file follow-up;
- Make qualified appointments;
- Work in close collaboration with all team members;
- Respect and follow regulatory developments.
What we are looking for:
- You imperatively have a first experience in a similar position;
- You have good interpersonal skills demonstrated by successful commercial experience;
- Customer-oriented, you are committed to providing the best service;
- You possess an excellent team spirit and know how to work autonomously;
- You know the Swiss or cross-border retail banking market;
- You have a great sense of rigor, are reactive and organized;
- You are proficient with Office suite tools;
- You speak French fluently (knowledge of German or Italian is a real asset);
- Knowledge of the Finnova software will be a plus.
Are you looking for a new professional challenge and wish to join a human-sized team, working in a positive and collective manner? Send us your application now!
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Posted 3 weeks ago