Finanzberater (ohne Erfahrung) Karrierewechsel mit Coaching
$18,000–$90,000 year
HybridKölliken, Aargau, Switzerland
Kölliken, Aargau, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on providence, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual providence and financial concepts while conducting counseling sessions online and in person. Document follow-ups accurately in the CRM and maintain long-term existing client relationships. The role focuses on providence and financial solutions within the Convit Central team in Rothrist, Switzerland. Entry-level candidates are welcome, with internal VBV training, mentoring, and flexible hybrid work options available.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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