Conseiller/ère en investissements & prévoyance (junior)
$18,000–$90,000 year
RemoteSwitzerland or Saint-Prex, Vaud, Switzerland
Switzerland or Saint-Prex, Vaud, 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 grow the portfolio through recommendations and follow-up. This junior role focuses exclusively on investment and pension advice without selling insurance products. Candidates must be Swiss/French border residents with a valid G permit. The position offers free VBV training and certification support, flexible hybrid schedules, and a career path from junior to senior levels within Convit Central GmbH.
Required Qualifications
- Frontalier titulaires d'un permis G valide
- Statut frontalier
- Permis G
- Français (B2+)
- Contrat: CDI
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Reconversion
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