Kundenberater 3a (Lösung) kostenlose Schulung
$18,000–$90,000 year
HybridHorgen, Zurich, Switzerland
Horgen, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on savings, 3a/3b, ETF plans, and financial planning. Analyze needs to develop individual pension and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships. This role focuses on pension and financial solutions within the Convit Central team.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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