Finanzberater (ohne Erfahrung) · 10–60 % · Homeoffice
$18,000–$90,000 year
RemoteSwitzerland or Bern, Bern, Switzerland
Switzerland or Bern, Bern, SwitzerlandRemotePart Time$18,000–$90,000 yearEntry LevelSmall
Part TimeEntry LevelSmall
Job Summary
Advise private and business clients on provident, savings, and investment solutions, including 3a/3b, ETF savings plans, and provident funds. Analyze client needs to create financial concepts and offers, excluding insurance products. Conduct online and in-person appointments, manage CRM follow-ups, and maintain existing portfolios. This entry-level role at Convit Central GmbH in Bern, Switzerland, supports a career path from Junior to Team Lead with full VBV training coverage.
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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