Privatkundenberater (Junior) · Mentoring & Tools
$18,000–$90,000 year
HybridIttigen, Canton de Berne, Switzerland
Ittigen, Canton de Berne, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Advise private and business clients on providence, savings, and investment solutions, focusing on 3a/3b, ETF savings plans, and providence funds while excluding insurance products. Analyze client needs to create financial concepts and proposals, then conduct online and in-person appointments with CRM follow-up. Maintain client portfolios, generate recommendations, and secure follow-ups. Quereinsteiger welcome; VBV training fully covered with modern tools and mentoring. Located in Ittigen, Switzerland, with hybrid work options.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service von Vorteil
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