Conseiller/ère clientèle – plans ETF & fonds de prévoyance
$18,000–$90,000 year
RemoteSwitzerland or Denens, Canton de Vaud, Switzerland
Switzerland or Denens, Canton de Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Analyze client needs and propose savings or pension plans (3a/3b, ETF, 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 and pension advice without selling insurance products. Candidates must hold a valid G permit as a French-Swiss border resident. The position offers free VBV training leading to certification, flexible hybrid schedules, and a career path from junior to senior levels within Convit Central GmbH's team.
Required Qualifications
- Frontalier
- Permis G valide
- Attestation de permis G
- Statut frontalier
- Français (B2+)
- Contrat CDI
- Analyser les besoins des clients
- Proposer un plan d'épargne/prévoyance (3a/3b, ETF, fonds)
- Conduire des rendez-vous
- Assurer le suivi et la documentation CRM
- Développer le portefeuille via recommandations et suivi
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Formation VBV
- Certification VBV
- Reconversion
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