Trainee Finanzplanung (Quereinsteiger) Festanstellung
$18,000–$90,000 year
HybridPfäffikon, Zurich, Switzerland
Job Summary
Accompany private and business clients on retirement planning, savings, 3a/3b, ETF investment plans, and budgeting. Analyze client needs to develop individual retirement and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships. This trainee role at Convit Central GmbH in Glattbrugg, Switzerland, offers a structured internal VBV training program with preparation for certification, modern tools, and mentoring. Flexible working hours and hybrid options are available, with clear development paths from entry-level to advanced specialist or team roles.
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
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
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