Bank Cler AG
Lausanne
Yesterday
Individual Customer Advisor (M/F)
- 08 April 2026
- 100%
- Permanent position
- Lausanne
Job summary
Join a vibrant team at our bank, where your skills matter! Enjoy a supportive work environment with excellent benefits.
Tasks
- Advise clients comprehensively on financing, investments, and insurance.
- Proactively manage and develop your own client portfolio.
- Engage clients with enthusiasm for our outstanding products.
Skills
- Minimum 3-5 years of experience in advisory roles with client management.
- Strong knowledge of mortgages and investments required.
- Friendly interpersonal skills and a knack for sales essential.
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About the job
Laurence, Aurélie, Raul, Bounchan and other colleagues need reinforcement. In other words, they need you!
Your mission
- Advise customers comprehensively and needs-oriented in the areas of Financing, Investments, and Pension.
- Manage and proactively develop your own client portfolio.
- Enthuse customers about our excellent products and services.
- Create networks and contribute to the reputation of our bank in your city (representation tasks).
- Participate in organizing and accompany customer events with style and elegance.
Your contribution
- 3-5 years of professional experience at minimum as an advisor managing your own client portfolio.
- Excellent knowledge of mortgages and investments.
- Friendly contact with others and the ability to enthuse customers.
- Enjoyment of selling.
- Solution-oriented thinking skills.
Your benefits
- Open discussion about money, including equal pay – which is a reality with us.
- A positive and peaceful team spirit.
- A workplace in the city center.
- Expecting a comprehensive employment package from us? You are right. You can discover the details and many other benefits here.
Any questions?
P.S.: Because we are looking for a banking professional and not a copywriter, you can save yourself the trouble of writing a cover letter. Instead, we would prefer that you answer a few small questions in the application tool. Thank you!