Backoffice / terrain – support prévoyance (reconversion)

Analyze client needs and propose savings or pension plans (3a/3b, ETF, funds) while conducting online and in-person meetings. Manage CRM documentation and develop portfolios through recommendations and ongoing follow-up. This role supports financial and pension consulting without product sales, focusing on budget optimization and retirement solutions. Candidates must hold a valid Permis G as a French-Swiss borderer. The position offers a CDI contract with flexible hours, hybrid work options, and free VBV certification training. Located in the Léman region with a site in Renens, the team provides coaching and a clear career path from junior to senior levels.