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© All Rights Reserved. ApplyBlast.com
Bsafe Invest AG
Bsafe Invest AG is seeking motivated Customer Advisors to provide consulting and support to private and business clients in insurance, retirement planning, and wealth management. The role involves analyzing client needs, developing tailored solutions, and managing a personal client portfolio through various communication channels. This position offers the opportunity to build a sustainable client base and income within a dynamic and future-oriented environment.
Bsafe Invest AG is an independent, FINMA-certified financial and insurance advisory firm based in Zug, Switzerland. The company offers tailored solutions for private and corporate clients across insurance, retirement planning, wealth management, tax optimization, and mortgage financing, drawing on partnerships with over 20 leading insurers, banks, and asset managers. Their goal is to help clients achieve financial security, growth, and freedom through transparent, personalized advice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bsafe Invest AG.
Bsafe Invest AG didn’t post a salary, so this is our estimate from similar listings.
28% below the average for this role
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