Conseiller Patrimoine Junior – Réconversion & Hybride
Job in
1926, Fully, Canton du Valais, 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, Portfolio & Asset Management
Job Description & How to Apply Below
Convit Central GmbH à Fully, Suisse, recherche un Conseiller patrimoine junior reconversion en mode hybride. Entrée dans le conseil en finance et prévoyance, sans produits d’assurance, avec focus sur 3a/3b, plans d’épargne ETF et planification retraite.
Vous conseillez des particuliers, analysez les besoins, préparez des propositions et suivez les dossiers dans le CRM. Des rendez-vous en ligne et sur site selon la zone géographique et une relation client durable sont au cœur du poste.
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