Coach financier/ère (junior) – mentoring
$18,000–$90,000 year
RemoteSwitzerland or Erlach, Bern, Switzerland
Switzerland or Erlach, Bern, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Analyze client needs to propose savings and pension plans (3a/3b, ETFs, funds) while conducting online and in-person meetings. Manage client follow-up and documentation in the CRM to develop portfolios through recommendations. This junior coaching role focuses exclusively on financial advice and budget optimization without insurance product sales. The position offers free VBV training leading to certification, flexible hybrid hours, and a clear career trajectory from junior to senior. Located in the Léman region with remote work options available.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
Desired Qualifications
- Expérience vente/service
- Sens du relationnel
- Rigueur
- Autonomie
- Reconversion
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