Finanzberatung Starter (ohne Erfahrung) Teilzeit oder 100 %, Hybrid
$18,000–$90,000 year
HybridReiden, Lucerne, Switzerland
Reiden, Lucerne, SwitzerlandHybridPart Time$18,000–$90,000 yearSmall
Part TimeSmall
Job Summary
Accompany private and business customers on retirement planning, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual retirement and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships over the long term. The role focuses on retirement and financial solutions within Convit Central GmbH's team, offering internal VBV training, mentoring, and flexible hybrid work arrangements.
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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.