Trainee Financial Advisory - Finanzierungen & Anlagen 80%-100%

SWISSCHANGE Financial Services AG

Basel, Switzerland
Base: chf 4,000 - 4,500pmnth during traineeship; p...
On-site
Structured online training program
Salesforce crm data management
Client contact and relationship building
The role offers a structured 18-month training program covering the entire Swiss financial market rather than just one bank's perspective

Job Summary

  • The role offers a structured 18-month training program covering the entire Swiss financial market rather than just one bank's perspective.
  • Trainees will gain direct client contact experience while preparing financing analyses, presentations, and asset overviews.
  • Successful completion leads to advancement to a Junior Advisor position with a significant salary increase and variable compensation.

Matching Summary

The role offers a structured 18-month training program covering the entire Swiss financial market rather than just one bank's perspective.

Salary

Base: CHF 4,000 - 4,500/month during traineeship; Post-traineeship: CHF 5,500 - 6,500/month plus variable component

Skills & Requirements

Must-have

  • Structured online training program
  • Salesforce CRM data management
  • Client contact and relationship building

Nice-to-have

  • Fluency in German and English
  • Interest in real estate and investments
  • Ambition to learn quickly in small team

Key Requirements

  • Completed university degree or commercial apprenticeship
  • Strong affinity for financial topics
  • Very good German language skills

Work Rights

Not specified

Tailored Resume

Cover Letter