Einstiegsposition Finanzberatung kostenlose VBV-Ausbildung
$18,000–$90,000 year
HybridWohlen, Aargau, Switzerland
Wohlen, Aargau, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual savings and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships. This entry-level role at Convit Central GmbH in Rothrist, Switzerland, offers a free internal VBV training program, flexible working hours, and hybrid options. The position requires German language proficiency at B2+ level and is open to career changers.
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, Verkauf oder Kundenkontakt
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