Berater Finanzstrategie (Homeoffice möglich) · 10–100 % · Fixum + Boni
$18,000–$90,000 year
RemoteSwitzerland or Regensdorf, Zurich, Switzerland
Switzerland or Regensdorf, Zurich, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Advise private and business clients on pension, savings, and investment solutions such as 3a/3b, ETFs, and insurance funds, focusing exclusively on non-insurance products. Analyze client needs to develop financial concepts and proposals, then conduct online or in-person consultations while managing CRM follow-ups. Maintain existing portfolios and generate recommendations for ongoing engagement. This entry-level role at Convit Central GmbH in Glattbrugg offers a full training program covering all costs, hybrid work options, and a clear career path from junior to team lead.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
- Erfahrung in Verkauf/Service von Vorteil
Desired Qualifications
- Quereinsteiger willkommen
- Kostenlose VBV-Ausbildung: Ausbildungskosten werden vollständig übernommen (VBV-Zertifizierung möglich)
- Moderne Beratungstools
- Starkes Backoffice
- Mentoring
- Flexible Arbeitszeiten
- Homeoffice/Hybrid
- Klarer Karrierepfad (Junior → Senior → Teamlead)
- Jährlicher 5‐Sterne‐Trip für Top‐Performer
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