Kundenberater Vermögensaufbau (Quereinsteiger) Homeoffice möglich
$18,000–$90,000 year
HybridBremgarten, Aargau, Switzerland
Bremgarten, Aargau, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on retirement planning, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual retirement and financial concepts, conducting counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships with a focus on retirement and financial solutions. This entry-level role within Convit Central GmbH offers a structured internal VBV training program, modern tools, and flexible hybrid work options for new hires entering the financial advisory field.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
- Homeoffice- und Hybrid-Möglichkeiten
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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