Conseiller/ère en constitution de capital (junior)
$18,000–$90,000 year
RemoteSwitzerland
SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
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 follow up to develop portfolios through recommendations. This junior role within Convit Central GmbH focuses on finance and pension consulting without selling insurance products. Candidates must be French-Swiss border residents with a valid G permit. Training includes free VBV certification preparation.
Required Qualifications
- Frontalier
- Permis G valide
- Attestation de permis G
- Statut frontalier
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente
- Expérience service
- Reconversion
- Formation VBV
- Certification VBV
- Conseil en finance & prévoyance
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