Conseiller/ère clientèle en ligne (finance) – hybride
$18,000–$90,000 year
RemoteSwitzerland or Lausanne, Vaud, Switzerland
Switzerland or Lausanne, Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
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 portfolios through recommendations and ongoing follow-up. This role focuses exclusively on financial advice and budget optimization without selling insurance products. Candidates must hold a valid Quebec driver's license (Permis G) as this position is reserved for frontiers only. The team offers free VBV training to support certification goals, with flexible hybrid schedules and a clear career path from junior to senior levels.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
- Analyser les besoins des clients
- Proposer un plan d'épargne/prévoyance (3a/3b, ETF, fonds)
- Conduire des rendez-vous (en ligne et/ou sur site)
- Assurer le suivi et la documentation CRM
- Développer le portefeuille via recommandations et suivi
Desired Qualifications
- Expérience vente/service
- Sens du relationnel
- Rigueur
- Autonomie
- Formation VBV
- Certification VBV
- Reconversion
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