Coach financier/ère (junior) – mentoring
$18,000–$90,000 year
RemoteSwitzerland or Tolochenaz, Canton de Vaud, Switzerland
Switzerland or Tolochenaz, Canton de Vaud, 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 or in-person meetings, managing CRM follow-up, and developing portfolios through recommendations. This junior mentoring role focuses on financial advice without insurance product sales, supporting a career trajectory from junior to senior within Convit Central GmbH's finance and providence department. Candidates must be Swiss/French border residents with a valid G permit.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Reconversion
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