Berater Finanzkonzepte (Junior) Hybrid
$18,000–$90,000 year
HybridLangnau, Bern, Switzerland
Langnau, Bern, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business customers on financial planning regarding savings, 3a/3b, ETF plans, and budgeting. Analyze client needs to develop individual financial concepts and conduct advisory sessions both online and in person. Maintain clean CRM documentation for follow-ups while nurturing existing relationships for long-term growth. This entry-level role at Convit Central GmbH in Schönbühl offers a fixed salary ranging from CHF 1500 to 7500 monthly, with a mandatory internal VBV training program and flexible hybrid work arrangements.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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