Conseiller épargne & prévoyance junior hybride

Conduct individual advisory sessions on private pension planning, ETF savings plans, and 3a/3b asset allocation. Analyze client needs to prepare tailored proposals, manage case files within the CRM, and schedule in-person or online appointments based on geographic zones. Build structured, long-term client relationships focused on financial planning and budgeting without selling insurance products. The role offers CHF 1500–7500/month OTE, a hybrid schedule, and includes free internal training and VBV certification. Candidates must have French at B2+ proficiency.