Consulente finanziario (junior) Ibrido — Convit Holding GmbH

Full description

Financial advisor (junior) Hybrid Admission to social and financial advice with focus on 3a/3b, ETF savings plans, social security funds and budget planning.

Main data

• Organization: Convit International GmbH
• Reference company: Via al Mulino 22a, 6814 Cadempino
• Adding area: Neggio
• Contract: indefinite

· Degree of employment: 10,100 %

• Language: Italian (B2+) or German (B2+)
• Remuneration: CHF 1500,7500/month The latter (fixed + Pfi, based on the value of the pensum and performance)
• Contatto: [email protected]

Activities

• Consulting private customers on financial security, savings and investment solutions.
• Analysis of needs, preparation of financial concepts and support during appointments.
• Administrative management of files, follow-up and accurate updating of CRM.
• Collaboration with the team and continuous development of the expertise of the "Consultentiali."

Training

• Free internal training.
• Possibility to achieve VBV certification without costs.
• Location also suitable for people on the side entrance.

Profile

• Interest in insurance, personal finance and customer contact.
• Way of working reliable, accurate and service oriented.
• Availability to work hybridly/Homeoffice depending on the function.

Geographical requirement

• Only applications from Ticino or border areas close to and compatible with the Cadempino site will be considered.
• Ticino is considered to be applications and, for borderers, only with valid status and G permit.
• Candidations without valid border status will not be considered if they come from Italy.

Candidate