Trainee Finanzplanung (Teilzeit/Nebenjob) · OTE bis 7'500 CHF
$18,000–$90,000 year
HybridHuttwil, Bern, Switzerland
Huttwil, Bern, SwitzerlandHybridPart Time$18,000–$90,000 yearEntry LevelSmall
Part TimeEntry LevelSmall
Job Summary
Advise private and business clients on pension, savings, and investment solutions, including 3a/3b plans, ETFs, and pension funds. Analyze client needs, create financial concepts and offers without insurance products, and conduct online or in-person appointments. Manage CRM follow-ups, maintain client portfolios, and generate recommendations. Complete training via VBV certification at no cost and work flexible hours with hybrid options available.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service
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