Consultant Finanzplanung (Quereinstieg) Homeoffice möglich
$18,000–$90,000 year
HybridBelp, Bern, Switzerland
Belp, Bern, 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 budgeting. 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. This role offers a fixed-term contract with 10–100% workload, a monthly OTE of CHF 1500–7500, and remote work options. Convit Central GmbH provides free internal VBV training, mentoring, and clear career progression paths for quereinsteiger.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.