Junior Finanzplaner (ohne Erfahrung) · Festanstellung
$18,000–$90,000 year
HybridZürich, Zurich, Switzerland
Zürich, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Conduct private and business client advisory on providence, savings, and investment solutions focusing on 3a/3b, ETF savings plans, and providence funds. Analyze client needs, create financial concepts and offers without classic insurance products, and execute online and in-person appointments. Maintain client portfolios, generate recommendations, and secure follow-ups through CRM management and post-appointment processing. Complete mandatory VBV training with full cost coverage and utilize modern advisory tools within a hybrid work model.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service von Vorteil
- Quereinsteiger
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