Private Finanzberater (Vermögen, Vorsorge Land
Job in
4040, Basel, Kanton Basel-Landschaft, Switzerland
Listed on 2026-08-09
Listing for:
Escare GmbH
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Escare GmbH in der Region Basel-Land sucht eine kundenorientierte und vertriebsstarke Persönlichkeit für die private Vermögens- und Finanzberatung. In dieser Position betreust du ein bestehendes Kundenportfolio, entwickelst Beziehungen weiter und berätst Privatkundinnen und Privatkunden ganzheitlich in Finanzierungen, Anlagen und Vorsorge.
Du baust dein persönliches Netzwerk aus, gewinnst neue Kunden und dokumentierst Gespräche unter Einhaltung der Compliance.
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