Conseiller/ère en stratégie financière – fixe + bonus
$18,000–$90,000 year
RemoteSwitzerland or Lavigny, Canton de Vaud, Switzerland
Switzerland or Lavigny, Canton de Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearLicense Or CertificationSmall
Full TimeLicense Or CertificationSmall
Job Summary
Analyze client needs to propose savings and providence plans (3a/3b, ETFs, funds) and conduct online or in-person meetings while managing CRM documentation. Develop and manage client portfolios through recommendations and ongoing follow-up. This role focuses exclusively on financial strategy and providence without insurance product sales. Candidates must hold a valid G permit and reside in the French-speaking region of the Léman area.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
- 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
- Reconversion
- Formation VBV
- Certification VBV
- Outils modernes
- Backoffice solide
- Coaching & mentoring
- Horaires flexibles
- Trajectoire de carrière (junior → senior)
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