Conseiller/ère en constitution de capital (junior)
$18,000–$90,000 year
RemoteSwitzerland or Cossonay, Vaud, Switzerland
Switzerland or Cossonay, Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Analyze client needs to propose savings and pension plans (3a/3b, ETFs, funds) and conduct online or in-person meetings to manage follow-up and CRM documentation. Develop portfolios through recommendations and ongoing client tracking. This junior role within Convit Central GmbH focuses on financial and pension consulting without insurance product sales. Candidates must hold a valid French G-permit as a frontierer.
Required Qualifications
- Frontalier avec un permis G valide
- Statut frontalier
- Français (B2+)
- Contrat CDI
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Reconversion
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