Coach financier/ère (junior) – mentoring
$18,000–$90,000 year
RemoteSwitzerland or Ballens, Canton de Vaud, Switzerland
Switzerland or Ballens, 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 appointments. Manage CRM documentation, track portfolio development through recommendations, and follow up on client interactions. This junior mentoring role within Convit Central GmbH focuses on financial advice without insurance product sales, supporting a career path from junior to senior. Candidates must be Swiss-French residents with a valid G permit; training and certification costs are covered.
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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