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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!

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