Conseiller Patrimonial et Prévoyance — Développement Clientèle
Job in
Carouge, Geneva, Switzerland
Listed on 2026-08-13
Listing for:
Dilife & Co SA
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst, Financial Sales
Job Description & How to Apply Below
DiLife, cabinet indépendant et innovant, recherche un(e) Conseiller(ère) en prévoyance et planification financière pour accompagner une clientèle exigeante. Vous construirez et ferez évoluer des stratégies patrimoniales, réaliserez des analyses et conseillerez sur la prévoyance, le 3e pilier et la retraite, tout en développant votre portefeuille et en assurant un suivi durable.
Rejoindre DiLife, c'est intégrer ARCADE et Pillarum, bénéficier d'outils digitaux performants et d'un encadrement
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