Anlage- & Vorsorgeberater (ohne Erfahrung) · 10–60 % · Homeoffice

Advise private and business clients on providence, savings, and investment solutions, focusing on 3a/3b, ETF savings plans, and providence funds without insurance products. Analyze client needs, create financial concepts and offers, and conduct online and in-person appointments with CRM follow-up. Maintain client portfolios, generate recommendations, and secure follow-ups. Quereinsteiger welcome with B2+ German; monthly OTE of CHF 1500–7500. Free VBV training covers certification costs. Join Convit Central GmbH in Glattbrugg, Switzerland, with hybrid work options and a clear career path from junior to team lead.