Finanzcoach (Teilzeit/Nebenjob) · OTE bis 7'500 CHF
$18,000–$90,000 year
HybridHorgen, Zurich, Switzerland
Horgen, Zurich, SwitzerlandHybridPart Time$18,000–$90,000 yearSmall
Part TimeSmall
Job Summary
Advise private and business clients on providence, savings, and investment solutions such as 3a/3b plans, ETF savings plans, and providence funds. Analyze client needs to create financial concepts and offers without traditional insurance products. Conduct online and in-person appointments, manage CRM follow-ups, maintain client portfolios, and generate recommendations. Complete the free VBV training program and utilize modern advisory tools with strong back-office support.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.