Conseiller/ère financier/ère (junior) – hybride
$18,000–$90,000 year
RemoteSwitzerland or Lavigny, Canton de Vaud, Switzerland
Switzerland or Lavigny, Canton de 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 appointments. Manage CRM documentation and develop portfolios through recommendations and follow-up. This junior role within Convit Central GmbH focuses on financial and pension consulting without insurance product sales. Candidates must be French-Swiss border residents with a valid G permit. Training includes free VBV certification preparation.
Required Qualifications
- Frontalier avec un permis G valide
- Statut frontalier
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Reconversion
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