Conseiller/ère clientèle – solutions d’épargne (débutant·e)
$18,000–$90,000 year
RemoteSwitzerland or Vullierens, Canton de Vaud, Switzerland
Switzerland or Vullierens, Canton de Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Analyze client needs and propose savings or pension plans including 3a/3b, ETFs, and fund portfolios. Conduct online and in-person appointments, 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. Certification training is provided free of charge.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- Certification VBV
Desired Qualifications
- Expérience vente/service
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