Privatkundenberater (Teilzeit/Nebenjob)
$18,000–$90,000 year
RemoteSwitzerland or Rothrist, Aargau, Switzerland
Switzerland or Rothrist, Aargau, SwitzerlandRemotePart Time$18,000–$90,000 yearEntry LevelSmall
Part TimeEntry LevelSmall
Job Summary
Advise private and business clients on providence, savings, and investment solutions, including 3a/3b, ETF savings plans, and providence funds. Analyze client needs to create financial concepts and offers, excluding insurance products. Conduct online and in-person appointments, manage CRM follow-ups, maintain client portfolios, and generate recommendations. Complete full training with the VBV, utilizing modern advisory tools and strong back office support. Work in Muri AG, Switzerland, with flexible hybrid schedules and a clear career path from junior to team lead.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
- Privat- und Geschäftskunden zu Vorsorge-, Spar- und Anlagelösungen beraten (z. B. 3a/3b, ETF‐Sparpläne, Vorsorgefonds)
- Bedürfnisse analysieren
- Finanzkonzepte & Angebote erstellen (ohne Versicherungen)
- Online- & Vor-Ort‐Termine durchführen
- Nachbearbeitung im CRM
- Bestand pflegen
- Empfehlungen generieren
- Follow-ups sichern
- Selbstständige Arbeitsweise
- zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service von Vorteil
- Quereinsteiger
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.