Junior Berater Vermögensaufbau Quereinstieg, Hybrid
$18,000–$90,000 year
HybridDulliken, Kanton Solothurn, Switzerland
Dulliken, Kanton Solothurn, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business clients on savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual savings and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships. This entry-level role within Convit Central GmbH offers a structured internal VBV training program, modern tools, and flexible hybrid working options for candidates with a B2+ German proficiency.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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