Junior Financial Consultant for Families

Job description

Junior Financial Consultant for Families (m/f/d) – Fixum CHF 2’500–7’500

We are a financial consulting company in strong growth, specialized in pension solutions and personalized investment strategies for private clients in Switzerland. Our goal is to build sustainable value and ensure long-term financial security.

- Individual consulting for private clients in the pension and investments sectors

- Analysis of financial situation and identification of opportunities

- Development of tailored solutions for wealth accumulation and retirement planning

- Building and maintaining long-term relationships with clients

- Experience (or strong interest) in the financial sector or pension consulting

- Good communication skills and customer orientation

- Autonomous mindset and analytical capabilities

- Reliability and personal motivation

- Fixum from CHF 2’500 (part-time) to CHF 7’500 (full-time)

- Structured training and continuous learning

- Dynamic and supportive environment

- Incentives and bonuses for excellent performance

Required skills

switzerland financial consultant investment strategies private clients pension solutions chf

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