Junior Berater Finanzen ohne Erfahrung, Mentoring
$18,000–$90,000 year
HybridHägendorf, Solothurn, Switzerland
Job Summary
Accompany private and business customers on advice regarding providence, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual providence and financial concepts, while conducting counseling sessions both online and in person. Document follow-ups accurately in the CRM system and maintain existing customer relationships for long-term growth. The role offers a fixed-term contract with 10–100% workload and a salary range of CHF 1500–7500/month OTE. Candidates must have at least B2+ German proficiency. Convit Central GmbH provides free internal VBV training, mentoring, and flexible working arrangements including hybrid options.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- Gute Kommunikation
- Seriöses Auftreten
- Fokus auf Vorsorge- und Finanzlösungen
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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