Conseiller/ère clientèle – solutions d’épargne (débutant·e)

Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation and grow portfolios through recommendations and ongoing follow-up. This entry-level role focuses exclusively on financial advice and budget optimization, excluding insurance products. Candidates must hold a valid French G-permit as a French border resident. Training costs are covered, with a target of obtaining VBV certification. Located in Renens, Switzerland, with hybrid work options available.