Conseiller/ère clientèle privée – prévoyance & budget
$18,000–$90,000 year
RemoteSwitzerland or Denges, Canton de Vaud, Switzerland
Switzerland or Denges, 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, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation and grow the portfolio through recommendations and follow-up. This role focuses exclusively on financial and pension advice without selling insurance products. Candidates must be French-Swiss border residents with a valid G permit. Training and certification costs are covered.
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
- Formation VBV
- Certification VBV
- Expérience vente/service
- Reconversion
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