Conseiller/ère en solutions financières (junior)
$18,000–$90,000 year
RemoteSwitzerland
EXPIREDSwitzerlandRemoteFull 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) and conduct 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 on financial and pension consulting without insurance product sales. Candidates receive free VBV training and certification support, with flexible hybrid schedules and a clear path from junior to senior levels.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
- Certification VBV
Desired Qualifications
- Formation VBV
- Expérience vente/service
- Sens du relationnel
- Rigueur
- Autonomie
- Reconversion
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