Junior Financial Advisor (DE) Quereinstieg, Hybrid
$18,000–$90,000 year
HybridZofingen, Aargau, Switzerland
Zofingen, Aargau, 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 providence and financial concepts. Conduct advisory conversations online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships. This role focuses on providence and financial solutions within the Convit Central GmbH team, offering internal training, mentoring, and flexible hybrid working arrangements.
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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