Conseiller/ère clientèle – plans ETF & fonds de prévoyance
$18,000–$90,000 year
RemoteSwitzerland or Grancy, Canton de Vaud, Switzerland
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, follow up on recommendations, and grow the portfolio through targeted advice. This role focuses exclusively on financial and pension planning without selling insurance products. Candidates must hold a valid French driving license (Permis G) as this position is reserved for frontiers. The team offers free VBV training and certification support, flexible hybrid schedules, and a career path from junior to senior levels within Convit Central GmbH's finance department.
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
- Reconversion
- Expérience vente/service
- Sens du relationnel
- Rigueur
- Autonomie
- Formation VBV
- Certification VBV
- Outils modernes
- Backoffice solide
- Coaching & mentoring
- Horaires flexibles
- Trajectoire de carrière (junior → senior)
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