Berater 3a/3b (Junior)
$18,000–$90,000 year
HybridThalwil, Zurich, Switzerland
Thalwil, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Advise private and business clients on provident, savings, and investment solutions, including 3a/3b, ETF savings plans, and provident funds. Analyze client needs, create financial concepts and offers without classical insurance products, and conduct online and in-person appointments. Manage CRM follow-ups, maintain client portfolios, and generate recommendations. Full-time or part-time roles available in Thalwil, Switzerland, with hybrid work options. We offer free VBV training, modern tools, mentoring, and a clear career path from Junior to Team Lead. Top performers earn an annual five-star trip.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service von Vorteil
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