Conseiller en gestion de patrimoine analyzant des portefeuilles clients et proposant des solutions adaptées. L'entreprise est ASTORIA FINANCE, spécialisée en Gestion de Patrimoine.
About the role
- Conseiller/conseillère en assurances contribuant au développement d'un portefeuille de clients. Analyzing customer needs and proposing tailored solutions while working closely with agency staff.
Responsibilities
- Contribute to the development of an existing client portfolio
- Identify customer needs and propose suitable solutions
- Work closely with colleagues at the general agency
Requirements
- Swiss Federal VET Diploma (CFC)
- Professional experience in insurance advisory
- Native French or Swiss German speaker with excellent command of the other language
- AFA certification would be an advantage
- Local ties to the Sarine or Lac district are desirable
- Entrepreneurial and adaptable, with strong negotiation skills, customer-oriented, curious, and well integrated in the region's social and economic life
Benefits
- A healthy working environment in a mutual company certified "Great Place to Work"
- Multiple employee benefits, including flexible work arrangements
- Support for professional development and training
- Human-centered values focused on employee well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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