Berater Kapitalaufbau (Junior) – Flexible Zeiten
$18,000–$90,000 year
HybridSchonbuhl, Canton de Berne, Switzerland
Schonbuhl, Canton de Berne, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business clients on savings, 3a/3b, ETF plans, and financial planning. Analyze needs to develop individual providence and financial concepts. Conduct counseling conversations online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships. Entry-level candidates welcome; structured training, mentoring, and ongoing professional development provided. Flexible working hours with hybrid options available.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- Gute Kommunikation
- Seriöses Auftreten
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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