Junior Finanzplaner (Junior) · Festanstellung
$18,000–$90,000 year
HybridLyssach, Bern, Switzerland
Lyssach, Bern, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Advise private and business clients on pension, savings, and investment solutions, including 3a/3b accounts, ETF savings plans, and insurance funds. Analyze client needs to create financial concepts and offers, excluding traditional insurance products. Conduct online and in-person consultations, manage CRM follow-ups, and maintain client portfolios. The role supports Convit Central GmbH in Lyssach, Switzerland, with a flexible hybrid schedule and a career path from Junior to Team Lead. We provide free VBV training, modern advisory tools, and annual incentives for top performers.
Required Qualifications
- Deutsch (B2+)
- VBV-Zertifizierung möglich
- Quereinsteiger willkommen
- Erfahrung in Verkauf/Service von Vorteil
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Kostenlose VBV-Ausbildung: Ausbildungskosten werden vollständig übernommen (VBV-Zertifizierung möglich)
- Moderne Beratungstools, starkes Backoffice & Mentoring
- Flexible Arbeitszeiten, Homeoffice/Hybrid
- Klarer Karrierepfad (Junior → Senior → Teamlead)
- Jährlicher 5‐Sterne‐Trip für Top‐Performer
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