Coach financier/ère (junior) – mentoring
$18,000–$90,000 year
RemoteSwitzerland or Buchillon, Canton de Vaud, Switzerland
Switzerland or Buchillon, Canton de Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation and grow the portfolio through recommendations and follow-up. This junior role focuses on financial advice without insurance product sales, offering free VBV training and certification support for career transition. Based in Renens, Switzerland, with flexible hybrid hours and a clear path from junior to senior.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
Desired Qualifications
- Expérience vente/service
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