Junior Relationship Manager - Pension Provision (M/F)

• 02 novembre 2026
• 100%
• Indefinite duration
• CHF 100-000 /year
• French (Native language)
• Place de l'Aubade 3, Cour de Gare, 1950 Sion

JUNIOR RELATIONSHIP MANAGER (M/F) - SION
Fixed salary CHF 100'000 /year + bonus · AFA training · Fintech in Sion

Develop your expertise. Build lasting relationships.

CreditX is a fintech specializing in pension provision, combining personalized advice and digital tools. We support our clients in understanding their situation and implementing solutions adapted to their needs regarding disability, death, and retirement.

We are looking for a Junior Relationship Manager wishing to learn the profession, develop a portfolio of private clients, and participate in the growth of CreditX.

THE ROLE IN BRIEF

• Location: Sion, on-site.
• Activity rate: 100 %.
• Salary: CHF 100-000 gross annual fixed, independent of your commercial production.
• Bonus: based on results, according to objectives and a scale defined in advance.
• Training: path preparing for the AFA qualification and field support.
• Profile: experience in sales or customer relations; professional career change welcome.

YOUR ROLE

You develop your clientele and build trusting relationships over the long term. As you undergo training and obtain qualifications, you will progressively take over the analysis of needs, advice, and case follow-up.

Your main responsibilities:

• Develop your portfolio through active prospecting, your network, and client recommendations.
• Understand the personal, professional, and financial situation of each client.
• Identify pension provision needs and present adapted solutions.
• Accompany clients in their procedures and ensure rigorous follow-up.
• Re-evaluate needs during changes in situation.
• Contribute to the improvement of the customer experience and CreditX tools.

The acquisition of new clients constitutes an essential dimension of the position. Contacts generated by CreditX may also be entrusted to you to support your commercial development.

YOUR TRAINING

Do you wish to move towards pension provision without yet having experience in this field? We support you in learning the profession.

You follow a path preparing for the AFA qualification and benefit from close supervision: acquisition of knowledge, interview preparation, and field support.

You progressively develop the technical and relational skills necessary to practice with autonomy, rigor, and professionalism.

YOUR PROFILE

• An initial experience in sales, business development, or customer relations.
• A strong interest in pension provision and financial services.
• A taste for prospecting and the ability to develop a network.
• Initiative, a sense of responsibility, and good organization.
• Ease with digital tools.
• The necessary motivation to follow demanding training and acquire new expertise.

Experience in insurance is an asset, but not indispensable. The position is open to people in professional career changes.

JOINING CREDITX

You are joining a fintech where human advice and technology complement each other. Our tools accompany you in the analysis and follow-up of your clients' pension provision. Your field experience contributes to evolving our services and our application.

You benefit from a fixed salary, a training path, and progressive taking of responsibilities within a developing company.

APPLY

Please submit your application exclusively via our website:

https://creditx.ch/fr/careers/relationship-manager-junior-sion

All applications will be treated with strict confidentiality.