Conseiller Financier B2C Junior — Épargne, Retraite & Budgets
Job in
2732, Reconvilier, Canton de Berne, 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, Financial Analyst
Job Description & How to Apply Below
Convit Central GmbH recrute un Conseiller financier B2C junior à Reconvilier. Entrée dans le conseil en finance et prévoyance sans produits d’assurance, avec focus sur 3a/3b, plans d’épargne ETF, constitution de patrimoine et planification retraite.
Vous analyserez les besoins clients, préparerez des propositions adaptées et assurerez le suivi des dossiers dans le CRM. Des rendez‑vous en ligne et sur site selon la zone et une évolution professionnelle dans un cadre structuré et flexible.
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