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Anlage- & Vorsorgeberater (Hybrid) – Flexible Zeiten
Job in
Biel, Valais, Switzerland
Listed on 2026-08-24
Listing for:
Convit Central GmbH
Full Time, Part Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Convit Central GmbH in Biel/Bienne sucht eine/n Anlage- & Vorsorgeberater/in im Hybrid/Homeoffice mit flexibler Arbeitszeit;
Fokus auf 3a/3b, ETF-Sparpläne, Vorsorgefonds, Budgetplanung. Quereinstieg begrüßt, 10–100 % Pensum, Deutsch auf B2+.
Zu Ihren Aufgaben gehört die Beratung privat+geschäftlich zu Vorsorge- und Anlagekonzepten, Analyse von Bedürfnissen, sowie Online- und Vor-Ort-Termine mit CRM-Nachbearbeitung.
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