Conseiller/ère en prévoyance & épargne (junior)
$18,000–$90,000 year
RemoteSwitzerland or Echallens, Vaud, Switzerland
Switzerland or Echallens, 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 develop portfolios through recommendations and ongoing follow-up. This junior role within Convit Central GmbH focuses exclusively on financial advice without insurance product sales. Candidates must be French-Swiss border residents with a valid G permit.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
Desired Qualifications
- Expérience vente/service
- Sens du relationnel
- Rigueur
- Autonomie
- Reconversion
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