Nachwuchsberater Finanzen – Hybrid
$18,000–$90,000 year
HybridAarau, Aargau, Switzerland
Aarau, Aargau, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on providence, savings, 3a/3b, ETF savings plans, and financial planning. Analyze client needs to develop individual providence and financial concepts. Conduct counseling conversations online and in person while documenting follow-ups cleanly in the CRM. Maintain and expand existing client relationships long-term. The role focuses on providence and financial solutions within Convit Central GmbH's finance and savings counseling department.
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
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.