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Conseiller Patrimoine – Reconversion Hybrid, VBV Gratuite

Job in 1028, Préverenges, Canton de Vaud, Switzerland
Listing for: Convit GmbH
Full Time position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 CHF Yearly CHF 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: Préverenges

Une société de conseil financière recherche un
· e conseiller·ère patrimoine en reconversion, pour accompagner des clients dans leur prévoyance et investissements. Le poste exige un permis G et offre une formation interne ainsi que la possibilité de télétravail. Vous aurez la responsabilité d'analyser les besoins des clients, de développer un portefeuille et de suivre les démarches dans un CRM. Une rémunération attractive est proposée selon performances, avec un cadre de travail flexible.
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