Conseiller/ère en planification financière (junior) – mentoring
$18,000–$90,000 year
RemoteSwitzerland or Studen, Canton de Berne, Switzerland
Switzerland or Studen, Canton de Berne, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Analyze client needs and propose savings or pension plans (3a/3b, ETF, funds) while conducting meetings online or in person. Manage CRM documentation and develop portfolios through recommendations and ongoing follow-up. This junior role focuses on financial planning and budget optimization within the Convit Central team, offering free VBV training and certification support. The position is based in Biel/Bienne with hybrid work options, requiring a valid G-permit for French-Swiss border residents.
Required Qualifications
- Frontalier avec un permis G valide
- Certification VBV
- Français (B2+)
Desired Qualifications
- Expérience vente/service
- Sens du relationnel
- Rigueur
- Autonomie
- Reconversion
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