Berater Altersvorsorge (ohne Erfahrung) · Karrierewechsel willkommen

Advise private and business clients on pension, savings, and investment solutions, focusing exclusively on 3a/3b, ETF savings plans, and pension funds without insurance products. Analyze client needs to create financial concepts and proposals, then conduct online and in-person appointments while managing CRM follow-ups. Maintain existing portfolios, generate recommendations, and ensure consistent client engagement. This entry-level role at Convit Central GmbH in Dagmersellen, Switzerland, welcomes career switchers with a B2+ German language requirement. We offer full coverage of VBV training costs, modern advisory tools, and a clear progression path from junior to team lead.