Privatkundenberater (Vorsorge/Finanzen) Quereinstieg, Homeoffice möglich
$18,000–$90,000 year
HybridBülach, Zurich, Switzerland
Bülach, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on retirement planning, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual retirement and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups cleanly in the CRM. Maintain and expand existing client relationships long-term. This entry-level role within Convit Central GmbH offers a free internal VBV training program, modern tools, and flexible hybrid work options.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- Gute Kommunikation
- Seriöses Auftreten
- Vertrag: Festanstellung
- Einsatzregion: Bülach, Schweiz
- Referenzstandort: Ausbildungszentrum Zürich, Industriestrasse 46, CH-8152 Glattbrugg
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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