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Customer Advisor 100%

Jobup

Employment type
Full-time
Location
Lausanne
First posted
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  • 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!

Automatically translated from the original.

Posted 3 weeks ago

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