Consultant Vermögensplanung (ohne Erfahrung)
$18,000–$90,000 year
RemoteSwitzerland or Egerkingen, Solothurn, Switzerland
Switzerland or Egerkingen, Solothurn, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Advise private and business clients on providence, savings, and investment solutions such as 3a/3b plans, ETF savings plans, and providence funds. Analyze client needs to create financial concepts and offers while excluding insurance products. Conduct online and in-person appointments, manage CRM follow-ups, maintain client portfolios, and generate recommendations. Complete training with full cost coverage by Convit Central GmbH in Rothrist, Switzerland, with a hybrid work model and monthly OTE ranging from CHF 1500 to 7500.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service von Vorteil
- VBV-Zertifizierung möglich
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