Berater Altersvorsorge & 3a (Quereinsteiger) Festanstellung
$18,000–$90,000 year
HybridBurgdorf, Bern, Switzerland
Burgdorf, Bern, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on retirement planning, savings, 3a/3b, ETF investment plans, and financial budgeting. Analyze client needs to develop individual retirement and financial concepts. Conduct counseling sessions online and in person, then document follow-ups cleanly in the CRM. Maintain and expand existing client relationships over the long term. This entry-level advisory role at Convit Central GmbH in Schönbühl, Switzerland, includes an internal VBV training program, modern tools, and flexible hybrid working options.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
- Fokus auf Vorsorge- und Finanzlösungen
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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