Conseiller/ère en planification patrimoniale – junior
$18,000–$90,000 year
RemoteSwitzerland or Bottens, Vaud, Switzerland
Switzerland or Bottens, 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) while conducting online and in-person meetings. Manage CRM documentation and develop portfolios through recommendations and ongoing follow-up. This junior role focuses on financial planning and pre-provisioning without insurance product sales, targeting French-speaking clients in the Léman region. Candidates receive free VBV training and certification support, with flexible hours and a clear career path from junior to senior levels.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- Certification VBV
Desired Qualifications
- Expérience vente/service
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