Einsteiger Kundenberatung Finanzen – Hybrid
$18,000–$90,000 year
HybridDintikon, Kanton Aargau, Switzerland
Job Summary
Accompany private and business clients on savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual providence and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships for long-term growth. This entry-level role at Convit Central GmbH in Dintikon, Switzerland, focuses exclusively on providence and financial solutions. The position offers a fixed salary plus bonuses, with a monthly OTE ranging from CHF 1500 to 7500. Candidates must have at least B2+ German proficiency.
Required Qualifications
- Deutsch (B2+)
- 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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