Berater Ruhestandsplanung (Junior) Hybrid
$18,000–$90,000 year
HybridAarberg, Bern, Switzerland
Aarberg, Bern, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business clients on retirement planning, savings, and financial strategy discussions covering 3a/3b, ETFs, and budgeting. Analyze client needs to develop individual financial concepts, conduct counseling sessions online and in person, and maintain clean CRM documentation for follow-ups. Nurture existing client relationships for long-term growth while supporting internal training for the VBV certification. This junior role within Convit Central GmbH offers a structured path from entry-level to advanced specialist, with flexible hybrid work options and comprehensive mentoring.
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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