Junior Berater Finanzcoaching Hybrid
$18,000–$90,000 year
HybridMoosseedorf, Canton de Berne, Switzerland
Moosseedorf, Canton de Berne, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business customers on providence, savings, 3a/3b, ETF, and financial planning. Analyze needs to develop individual providence and financial concepts. Conduct counseling conversations online and in person while documenting follow-ups in the CRM. Maintain and expand existing customer relationships. The role focuses on providence and financial solutions within the Convit Central team, offering a structured internal VBV training path with flexible hybrid working options.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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