Conseiller/ère en optimisation budgétaire & épargne

Analyze client needs to propose savings and pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation, follow up on recommendations, and develop client portfolios through ongoing support. This role focuses exclusively on financial advice and pension planning without selling insurance products. Candidates must hold a valid G-permit as a French-Swiss borderer. Training and certification costs are covered, with flexible hours and a clear career path from junior to senior levels.