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Conseiller Patrimoine Privé — Reconversion (Hybride
Job in
1880, Bex, Canton de Vaud, Switzerland
Listed on 2026-08-24
Listing for:
Convit Central GmbH
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Location: Bex
Convit GmbH recherche un/une Conseiller clientèle privée patrimoine, reconversion possible, en mode hybride, pour accompagner des particuliers sur la prévoyance, l’épargne et la planification financière.
Vous analyserez les besoins, proposerez des solutions 3a/3b, gérerez des rendez-vous en ligne et sur site selon la zone, et développerez une relation client durable.
Formation interne gratuite et possibilités VBV, mentoring et outil CRM; horaires flexibles selon le poste.
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