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Financial and Investment Expert

Provia Personal AG

Employment type
Full-time
Location
Zürich
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In the canton of Schwyz, we are looking for a Financial and Investment Expert. What You Do Need-oriented and professional consulting of customers in the financial and pension provision sector Acquisition of customers and building up a customer base Representation of our company at events and in direct customer contact Care and management of your own customer portfolio through regular customer visits and personal care What You Bring Completed vocational training (Commercial Basic Training) with 2 to 3 years of experience as an advisor in the finance, insurance or pension sector Insurance broker VBV All Branches of advantage Very good German language skills (additional language skills of advantage) Winning personality, high willingness to work Independent, committed and goal-oriented way of working Very good IT skills (MS Office)

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Posted 2 days ago

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