Consultant 3a/3b & Vermögensaufbau (Quereinstieg)
$18,000–$90,000 year
HybridSchwarzenburg, Canton de Berne, Switzerland
Schwarzenburg, Canton de Berne, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on retirement planning, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual retirement and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships. Quereinsteiger are welcome; structured, reliable, and people-oriented personalities are required. The role offers free internal VBV training, modern tools, mentoring, and flexible working hours with hybrid options. Located in Schönbühl, Switzerland.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
- Einsatzregion: Schwarzenburg, Schweiz
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
Desired Qualifications
- Erfahrung in Beratung
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
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