Conseiller/ère en solutions financières (junior)
$18,000–$90,000 year
RemoteSwitzerland or Scheuren, Kanton Zürich, Switzerland
Switzerland or Scheuren, Kanton Zürich, 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 or in-person appointments. Manage CRM documentation and portfolio development through recommendations and ongoing follow-up. This role focuses exclusively on financial and pension consulting 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 hours, and a career path from junior to senior levels within Convit Central GmbH.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- Contrat CDI
- Analyser les besoins des clients
- Proposer un plan d'épargne/prévoyance (3a/3b, ETF, fonds)
- Conduire des rendez-vous (en ligne et/ou sur site)
- Assurer le suivi et la documentation CRM
- Développer le portefeuille via recommandations et suivi
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Formation VBV
- Certification VBV
- Reconversion
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