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ConvitPosted 1 month ago

Conseiller financier junior poste fixe, hybride

$18,000–$90,000 year

RemoteFrance or Renens, Vaud, Switzerland

Full TimeEntry LevelSmall

Job Summary

Conduct financial advisory for individuals on private provident funds, savings, financial planning, and 3a/3b solutions. Analyze client needs, prepare tailored proposals, and manage case files within the CRM. Schedule online and in-person appointments based on the geographic zone while maintaining a structured, quality-oriented client relationship. This junior fixed-term hybrid role at Convit Central GmbH in Douvaine, France, requires French fluency (B2+) and is open to career changers. Candidates must hold a valid Swiss G permit as a border crosser. The position offers CHF 1500–7500 OTE, includes free internal training and VBV certification, and provides flexible hours with a structured environment for growth.

Required Qualifications

  • Français (B2+)
  • Permis G valable
  • Statut frontalier valide

Desired Qualifications

  • Reconversion bienvenue
  • Expérience en vente
  • Expérience en service client
  • Expérience en conseil
  • Aisance relationnelle
  • Discipline
  • Sens du contact
  • Motivation à apprendre
  • Intérêt marqué pour la finance personnelle
  • Intérêt marqué pour la prévoyance
  • Intérêt marqué pour la relation de confiance

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