Conseiller/ère 3a/3b (junior) – plans d'épargne

Analyze client needs and propose savings or pension plans (3a/3b, ETF, funds) while conducting online or in-person meetings. Manage CRM documentation and develop portfolios through recommendations and ongoing follow-up. This junior role focuses exclusively on financial and pension advice without insurance product sales. Candidates must be Swiss-French border residents with a valid G permit. The team offers free VBV training and certification support, flexible hybrid schedules, and a clear career path from junior to senior levels within the Convit Central department.