Remote Advice

The client demand for financial advice by video-meeting is growing quickly.
We’re building up dedicated Remote Advice teams across Switzerland.

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Why joining Remote Advice?

Remote Advice is the future. More and more clients prefer to talk to their financial advisor through convenient video-meetings. Help us get ready for the future and benefit from very attractive working conditions.

  • We offer three types of roles, allowing you to focus on your strengths:
    Remote Advisor, Client Service Advisor, Outbound Agent
  • Attractive fixed salary and bonus
  • Work from home (up to 3 days / week)
  • Work part-time (60-100%)
  • Get intensive trainings: video-advice, latest digital tools
  • Be part of a fast-growing start-up in a large bank

Discover the roles and meet the team

Céline

Remote Advisor

Your tasks

  • Advice private clients on Investment, Retirement, Mortgage products by video
  • Have three to four client meetings per day, which are scheduled by the Outbound Agents

Your expertise

You...

  • have passion for sales and a strong sense for opportunities
  • have experience with Investment, Retirement and Mortgage advice

Silvan

Client Service Advisor

Your tasks

  • Manage your own client portfolio and focus on client care and risk management
  • Responsible for advising and selling our mortgage solutions

Your expertise

You...

  • enjoy managing a client portfolio and work in a structured and organized way
  • have experience with Mortgage, Investment and Retirement advice

Jimmy

Outbound Agent

Your tasks

  • Call private clients to create interest for financial advice on Investment, Retirement or Mortgage and schedule meetings

Your expertise

You...

  • search attractive working conditions with flexible working hours (20-60%)
  • are communicative and interested in financial products

Our locations

We’re building Remote Advice Hubs in the large cities across Switzerland.

Our office locations:

Remote Advice Hub Zurich
Office location: Altstetten

Remote Advice Hub Lausanne
Office locations: Renens and Lausanne

Remote Advice Hub Basel
Office location: Basel Aeschenvorstadt

Remote Advice Hub Berne
Office location: Berne Bubenbergplatz

Remote Advice Hub  Geneva
Office location: Carouge

Check out how it works

Ready to apply?

Discover the right role for you.

If you find your next career move with us, please complete your application online. We’re looking forward to welcoming you to our team!