Investment and Pension Customer Advisor
PostFinance Ltd is a FINMA-regulated Swiss financial institution and systemically important bank serving private and business customers with payments, savings, investments, pensions and digital banking solutions.
About PostFinance Ltd
PostFinance Ltd is a private-law Swiss company and wholly owned subsidiary of Swiss Post Ltd. It operates banking and financial-services products, including digital payments, savings, investing, retirement services, e-trading, and currently available cryptocurrency trading, custody and Ethereum staking.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You advise private clients holistically on investments and pension planning. You identify needs and sales opportunities, develop lasting customer relationships, and advise on everyday payments, saving, and financing. You promote digital self-service solutions and independently manage advisory activities at the Kreuzlingen location three days per week.
Requirements
- Completed basic training in banking and finance plus further training as an IAF specialist or financial planner
- Experience providing needs-based advice to private clients
- Strong knowledge of and affinity for investments and pension planning
- Sales skills and enthusiasm for proactive client outreach
- Customer-service orientation and strong communication skills
- Entrepreneurial thinking and willingness to take responsibility and achieve goals
- Affinity for digital solutions
- Excellent written and spoken German
Responsibilities
- Advise private clients holistically on investments and pension planning
- Proactively approach clients, identify needs, and use sales opportunities
- Build and develop customer relationships sustainably
- Advise clients on everyday payments, saving, and financing
- Promote digital solutions and self-service offerings
- Independently manage advisory activities at the Kreuzlingen location three days per week
Benefits
- 6 weeks of vacation and the option of unpaid leave
- Part-time, job-sharing, and top-sharing arrangements
- Modern workplaces, co-working in Bern and Zurich, and home office in many areas
- 18 weeks of fully paid maternity leave and 4 weeks of paternity leave
- Preventive health offerings, ergonomic workstations, and support during extended absences
- Free Half Fare Travelcard or discounted GA Travelcard
- Discounted bicycle, car-sharing, and electric-car offers
- Employee vouchers of up to CHF 500 per year
- Preferential mortgage interest and free accounts, credit cards, and custody accounts
Hiring Process
Online application with CV and relevant documents → confirmation → application review within two to three weeks → first interview → second interview if appropriate → telephone offer → email employment confirmation and online contract package.