Junior Finanz-Consultant moderne Tools & Mentoring
$18,000–$90,000 year
HybridZollikon, Zurich, Switzerland
Zollikon, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business customers on advice regarding providence, savings, 3a/3b plans, ETFs, and financial planning. Analyze client needs to develop individual providence and financial concepts. Conduct counseling conversations online and in person while documenting follow-ups cleanly in the CRM. Maintain and expand existing customer relationships. The role focuses on providence and financial solutions within the Convit Central GmbH team, offering free internal 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
- Festanstellung
- Referenzstandort: Ausbildungszentrum Zürich, Industriestrasse 46, CH-8152 Glattbrugg
- Einsatzregion: Zollikon, Schweiz
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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