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Junior Vermögensplaner: Vorsorge & Finanzberatung — Hybrid
Job in
Zürich, 8081, Zurich, Kanton Zürich, 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
Convit Central GmbH in Zürich sucht eine/n Junior Kundenberater/in Vermögensplanung mit Hybrid-Arbeitsmodell. Sie betreuen Privat- und Geschäftskunden, beraten zu Vorsorge, Sparen, 3a/3b, ETF-Sparplänen und Finanzplanung, analysieren Bedürfnisse und erstellen individuelle Konzepte.
Sie führen Beratungsgespräche online und vor Ort durch, pflegen CRM-Dokumentation und bauen bestehende Kundenbeziehungen langfristig aus. Quereinsteiger willkommen;
Weiterbildung und Mentoring werden angeboten.
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