Finance and Pension Consultant

Finance and Pension Consultant Who we are smzh is an independent financial service provider that offers its customers comprehensive, transparent and sustainable advice on the topics of finance & investments, pension & insurance, mortgages & real estate as well as taxes & law. We are an established and fast-growing financial services company and are looking for a motivated finance and pension consultant in the financial services sector to support further business development, with the willingness to accompany our vision and growth plans. What You do Needs-oriented and professional advice to customers in the finance and pension sector Acquisition of customers and building up a customer base Representation of our company at events and in direct customer contact Support and management of your own customer portfolio through regular customer visits and personal support What You bring Completed vocational training (commercial basic training) with 2 to 3 years of experience as a consultant in the field of finance, insurance or pension Insurance intermediary VBV All Branche is an advantage Very good German language skills (other language skills are an advantage) Winning personality, high level of commitment Independent, committed and goal-oriented way of working Very good IT skills (MS Office) What awaits You An entrepreneurial and success-oriented working environment Attractive remuneration and employment conditions Access to existing partnerships with banks, insurance companies, asset managers, pension funds, fiduciary and tax experts as well as real estate companies Own company car Free access to exclusive event and sporting events Modern office premises in the heart of Basel Exciting career opportunities and support for external further education jpid87fe5e6jm jit0626jm jiy26jm