Berater Finanzstrategie (Einsteiger) Fixum + Boni
$18,000–$90,000 year
HybridBern, Bern, Switzerland
Bern, Bern, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business customers on retirement planning, savings, 3a/3b, ETF plans, and financial budgeting. Analyze client needs to develop individual retirement and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships through long-term engagement. This entry-level role at Convit Central GmbH in Bern offers a fixed salary plus bonuses ranging from CHF 1500 to 7500 monthly, with a mandatory internal VBV training program and flexible hybrid work options.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
- Strukturierte Persönlichkeit
- Zuverlässige Persönlichkeit
- Lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- Gute Kommunikation
- Seriöses Auftreten
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