Conseiller/ère en constitution de capital (junior)

Analyze client needs to propose savings and pension plans (3a/3b, ETFs, funds) and conduct online or in-person meetings. Manage CRM documentation, follow up on recommendations, and develop client portfolios through ongoing support. This junior role within Convit Central GmbH focuses exclusively on financial advice and budget optimization without selling insurance products. Candidates must hold a valid French border crossing permit (Permis G) and possess strong French communication skills (B2+). The position offers a hybrid schedule, free VBV training certification, and a career path from junior to senior levels with a base salary ranging from CHF 1500 to 7500 monthly.