Conseiller/ère clientèle – plans ETF & fonds de prévoyance
$18,000–$90,000 year
RemoteSwitzerland or Erlach, Bern, Switzerland
Job Summary
Analyze client needs to design and recommend 3a/3b savings plans, ETFs, and pension funds tailored for budget optimization. Conduct online and in-person meetings, manage CRM documentation, and grow portfolios through ongoing follow-up. This role focuses exclusively on financial planning and pension solutions without selling insurance products. Candidates must be Swiss-French border residents with a valid G-permit. 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 in the Léman region.
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
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Reconversion
- Certification VBV
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