Conseiller Patrimonial Junior — 3a/3b, ETF, Formation VBV
Job in
2560, Nidau, 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, Financial Analyst, Portfolio & Asset Management
Job Description & How to Apply Below
Convit Central GmbH à Nidau recherche un Conseiller/ère en planification patrimoniale – junior pour analyser les besoins des clients et proposer des plans d’épargne (3a/3b), ETF et fonds de prévoyance. Vous réaliserez des rendez-vous en ligne ou sur site, assurerez le suivi CRM et développerez le portefeuille par recommandations ciblées.
Formation VBV gratuite offerte et prise en charge; statut frontalier G possible; rémunération entre 1'500 et 7'500 CHF par mois selon la performance, avec
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