Privatkundenberater Vermögensaufbau (Quereinstieg) Hybrid
$18,000–$90,000 year
HybridEmbrach, Zurich, Switzerland
Embrach, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual pension and financial concepts. Conduct counseling conversations online and in person while documenting follow-ups in the CRM. Maintain and grow existing client relationships over the long term. This role focuses on pension and financial solutions within Convit Central GmbH's team at the Glattbrugg training center, offering a hybrid schedule with internal training and mentoring for career progression.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- Gute Kommunikation
- Seriöses Auftreten
- Fokus auf Vorsorge- und Finanzlösungen
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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