Performance-based remuneration
A remuneration model that recognises performance and results. Specific terms are discussed during recruitment.
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BLACK STALLION · Berater
Client adviser
Support clients in Switzerland with insurance, retirement planning and financing, from first contact through ongoing case management.
Apply nowSwitzerland
What we offer
Training and qualifications
Support for professional training and qualifications, including VBV/IAF, appropriate to the role and applicable requirements.
Digital tools
Tools for communication, document organisation and teamwork.
A project with ambition
Contribute to a Swiss company with ambitions to grow and expand internationally.
What you bring
You are communicative, responsible and proactive, enjoy listening to clients and understanding their needs. Motivated applicants moving from other industries are welcome.
Professional qualifications
- A VBV authorisation appropriate to the activity, or willingness to obtain the necessary qualification before starting the relevant insurance intermediary activity.
- An IAF qualification or comparable further training is an advantage. We assess its suitability for the specific role and scope of activity.
Your day-to-day work
Understand clients’ needs and explain the options clearly.
Review contracts and follow up on documents, deadlines and partner contacts.
Record and follow up on cases in the CRM.
Careers
Send us your application
Join a modern Swiss financial consulting company with ambition, structure and room to grow.
Questions about applying?
Would you like to know more about the role or the application process? Laura and Rui are happy to help.
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