Beschreibung
Our client is a leading player in financial advice in Switzerland, active in the fields of pension provision, insurance, investment, and real estate.
As part of their development, we are looking for a motivated Financial Advisor eager to build a sustainable career in an environment that values people, performance, and progression.
After a period of integration and training, you will support your clients in analysing their personal situation and guide them towards the solutions best suited to their financial goals. You will develop your portfolio by building trusting relationships.
Financial Advisor M/F — Lausanne
What we offer:
From your arrival, you will benefit from personalised support and a structured training programme, leading to recognised certifications: IAF and federal diploma.
Progression is transparent and meritocratic, the rules and criteria are clear and the same for everyone. Depending on your ambitions, you can progress to a senior advisor role or into management positions. 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, genuine motivation, development potential
- Passion for advice, client relations, and business development
- Entrepreneurial spirit, autonomy, and sense of responsibility
- Professional ambition and desire to commit to a long-term project
- Higher education appreciated but not decisive
- Interest in finance, pension provision, insurance, real estate, and investments
- Swiss nationality or valid B/C permit
- Clean criminal record and no ongoing prosecutions