Junior Consultant Sparpläne Hybrid
$18,000–$90,000 year
HybridHerzogenbuchsee, Bern, Switzerland
Herzogenbuchsee, Bern, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business clients on providence, saving, 3a/3b, ETF savings plans, and financial planning. Analyze needs to develop individual providence and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups cleanly in the CRM. Maintain and expand existing client relationships long-term. This entry-level role at Convit Central GmbH in Schönbühl, Switzerland, includes a free internal VBV training program with preparation for certification, modern tools, mentoring, and flexible hybrid work arrangements.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
- Privat- und Geschäftskunden zu Vorsorge, Sparen, 3a/3b, ETF-Sparplänen und Finanzplanung begleiten
- Bedürfnisse analysieren und individuelle Vorsorge- und Finanzkonzepte ausarbeiten
- Beratungsgespräche online und vor Ort durchführen
- Follow-ups sauber im CRM dokumentieren
- Bestehende Kundenbeziehungen pflegen und langfristig ausbauen
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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