Berater Vermögensaufbau (Teilzeit) · 10–60 % · Homeoffice

Advise private and business clients on providence, savings, and investment solutions, focusing exclusively on 3a/3b accounts, ETF savings plans, and providence funds. Analyze client needs to create financial concepts and proposals, excluding traditional insurance products. Conduct online and in-person appointments, manage CRM follow-ups, and maintain existing portfolios while generating recommendations. The role offers a fixed salary plus bonuses ranging from CHF 1500 to 7500 monthly, with flexible hours and remote work options available. Convit Central GmbH provides full coverage for VBV training and a clear career path from junior to team lead.