Advisor – Sustainability & Retirement
allnova
full-time
Posted on:
Location Type: Hybrid
Location: Feusisberg • 🇨🇭 Switzerland
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Active acquisition and servicing of private clients
- Promotion of our exclusive, ESG-certified sustainability project
- Development of tailored, digital solution concepts
- Optional: Conducting comprehensive client consultations (if holding the required qualifications) or collaborating with our in-house experts
- Co-creation and ongoing development of our innovative advisory concept
Requirements
- Passion for sustainability and future-oriented topics
- High self-motivation, an entrepreneurial mindset, and enjoyment of advisory work and client acquisition
- Affinity for digital tools and flexible, location-independent ways of working
- For comprehensive consultations: relevant qualifications (e.g., VBV certification)
Benefits
- Qualified leads and full freedom to pursue client acquisition
- Innovative app and digital advisory tools for you and your clients
- Access to our ESG-certified sustainability project
- Extensive training and specialization opportunities
- Attractive and transparent compensation model
- A young, motivated team and an open feedback culture
- Expert network covering traditional pension, insurance, crypto, and investment topics
- Plenty of room for your own ideas, impact, and personal growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
self-motivationentrepreneurial mindsetadvisory workclient acquisition
Certifications
VBV certification