Berater Sparen & Vorsorge (ohne Erfahrung) · Festanstellung

Advise private and business clients on savings, pension, and investment solutions such as 3a/3b plans, ETFs, and pension funds. Analyze client needs, create financial concepts and offers without insurance products, and conduct online or in-person appointments. Manage CRM follow-ups, maintain client portfolios, and generate recommendations for existing accounts. The role offers a fixed-term contract with 10–100% workload, CHF 1500–7500 monthly OTE, and full coverage of VBV training costs. Located in Horgen, Switzerland, with hybrid work options, the position supports a career path from junior to team lead.