Conseiller/ère en constitution de capital (junior)
$18,000–$90,000 year
RemoteSwitzerland or Poliez-le-Grand, Canton de Vaud, Switzerland
Switzerland or Poliez-le-Grand, Canton de Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelLicense Or CertificationSmall
Full TimeEntry LevelLicense Or CertificationSmall
Job Summary
Analyze client needs to propose savings and pension plans (3a/3b, ETFs, funds) and conduct online or in-person meetings. Manage CRM documentation and grow portfolios through recommendations and ongoing follow-up. This junior role within Convit Central GmbH focuses on financial and pension consulting without product sales, offering free VBV training and certification support for career transition. Candidates must be French-Swiss border residents with a valid G permit and speak French at B2+ level.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
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