Berater Vermögensaufbau (Junior) · Flexible Arbeitszeiten
$18,000–$90,000 year
RemoteSwitzerland or Düdingen, Fribourg, Switzerland
Switzerland or Düdingen, Fribourg, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Advise private and business clients on provident, savings, and investment solutions such as 3a/3b, ETF savings plans, and provident funds. Analyze client needs, create financial concepts and offers without insurance products, and conduct online or in-person appointments. Manage CRM follow-ups, maintain existing portfolios, and generate recommendations. Complete training costs for VBV certification and utilize modern advisory tools with strong back office support. Flexible working hours and hybrid options available.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service von Vorteil
- VBV-Zertifizierung möglich
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