Trainee Finanzplanung (Hybrid/Homeoffice) · 10–100 % · Fixum + Boni
$18,000–$90,000 year
HybridZürich (Kreis 11) / Oerlikon, Zurich, Switzerland
Job Summary
Advise private and business clients on provident, savings, and investment solutions, including 3a/3b, ETF savings plans, and provident funds, without classical insurance products. Analyze client needs to create financial concepts and offers, then conduct online and in-person appointments with CRM follow-up and maintenance. Manage existing portfolios to generate recommendations and secure follow-ups. This trainee role at Convit Central GmbH in Glattbrugg offers a full VBV training program covering costs, modern advisory tools, and a clear career path from junior to team lead, with flexible hybrid work options and incentives for top performers.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- zuverlässige Termin- & CRM-Pflege
- Quereinsteiger willkommen
- Erfahrung in Verkauf/Service von Vorteil
Desired Qualifications
- Kostenlose VBV-Ausbildung: Ausbildungskosten werden vollständig übernommen (VBV-Zertifizierung möglich)
- Moderne Beratungstools, starkes Backoffice & Mentoring
- Flexible Arbeitszeiten, Homeoffice/Hybrid
- klarer Karrierepfad (Junior → Senior → Teamlead)
- Incentives: jährlicher 5‐Sterne‐Trip für Top‐Performer
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.