Finanzcoach Vermögensaufbau (Junior) Hybrid
$18,000–$90,000 year
HybridRubigen, Bern, Switzerland
Rubigen, Bern, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business clients on retirement planning, savings, 3a/3b, ETF-savings plans, and financial planning. Analyze client needs to develop individual retirement and financial concepts. Conduct counseling conversations online and in person while documenting follow-ups cleanly in the CRM. Maintain and expand existing client relationships long-term. This entry-level role within Convit Central GmbH offers a free internal VBV training leading to certification, modern tools, and mentoring. Flexible working hours and hybrid options are available for this position in Rubigen, Switzerland.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
- Strukturierte Persönlichkeit
- Zuverlässige Persönlichkeit
- Lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- Gute Kommunikation
- Seriöses Auftreten
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