Berater Budget & Vorsorge (Quereinstieg) Hybrid
$18,000–$90,000 year
HybridOstermundigen, Canton de Berne, Switzerland
Ostermundigen, Canton de Berne, 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, then conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships through structured, reliable communication. This role offers a free internal VBV training program leading to certification, alongside mentoring, modern tools, and flexible hybrid working options within Convit Central GmbH's team.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
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