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Senior B2B Financial Advisor

/internal or freelancer/


Are you an agile and autonomous professional, who has passion for advisory and knowledge in corporate finance?


Are you searching for a new challenge, where you can partner and support companies to innovate, grow and succeed?

If YES, come join us as a Senior Financial B2B Advisor, working as part of our internal team or as an external freelancer! In this role you will work closely with a team of support staff and be primarily responsible for attracting new and managing existing business clients, as well providing the most appropriate solutions to meet the needs of our customers.

Your key responsibilities:

  • Attract new customers to PrestaFlex services, by providing financial advice across a spectrum of needs in corporate finance and cash management
  • Manage and grow a portfolio of clients, by undertaking quality conversations with to understand their needs and provide strategic holistic advice.
  • Be the focal point for clients to assist with complex decisions in difficult circumstances regarding their financial needs.
  • Develop advice that is in the best interest of the client, acting within regulatory and ethical guidelines
  • Structure and prepare best in class documentation to guarantee successful outcome for our customers and minimize follow up for our partners
  • In charge of administrative process from application to payment, by strict follow up with customers and partners.
To be successful for the role you must possess:

  • 5+ years’ experience managing corporate clients
  • Ability to take own initiative, and use sound judgement in order to effectively evaluate customer needs and provide advisory
  • Strong admin and organizational skills
  • Must have high attention to detail
  • High personal and professional standards
  • Excellent communications skills both written and verbal
  • Good knowledge of the Swiss market
  • Fluency in German/French and English

What do we offer?

We provide a dynamic working environment that allows you to apply your knowledge, experience, and skills effectively, we set you up for success and support you to thrive!

In addition, we offer a competitive remuneration packages, based on your performance, flexibility, and freedom to achieve your goals.

You can find more information about PrestaFlex here.
We look forward to receiving your application documents

Apply now

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