Nachwuchsberater Finanzen – Hybrid
$18,000–$90,000 year
HybridLenzburg, Aargau, Switzerland
Lenzburg, Aargau, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on financial planning regarding providence, savings, 3a/3b, ETF investment plans, and budgeting. Analyze client needs to develop individual providence and financial concepts, conducting counseling sessions both online and in person. Document follow-ups accurately within the CRM while maintaining and expanding existing client relationships. This entry-level role at Convit Central GmbH in Glattbrugg, Switzerland, focuses exclusively on providence and financial solutions, offering a structured internal training program leading to VBV certification.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- Gute Kommunikation
- Seriöses Auftreten
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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