Finanzberater (Teilzeit) Quereinstieg, Fixum + Boni
$18,000–$90,000 year
HybridPfaffnau, Lucerne, Switzerland
Pfaffnau, Lucerne, SwitzerlandHybridPart Time$18,000–$90,000 yearSmall
Part TimeSmall
Job Summary
Accompany private and business clients on savings, 3a/3b, ETF plans, and financial planning. Analyze 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. Quereinsteiger welcome with emphasis on providence solutions. Internal VBV training, mentoring, and flexible hybrid work available.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
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