Conseiller/ère en retraite & 3a – parcours junior
$18,000–$90,000 year
RemoteSwitzerland or Pully, Vaud, Switzerland
Job Summary
Analyze client needs and propose 3a/3b savings plans, ETFs, and pension funds while conducting online or in-person meetings. Manage CRM documentation and develop portfolios through recommendations and ongoing follow-up. No insurance products sold; focus strictly on financial and retirement advice. This junior role within Convit Central GmbH offers free VBV training and certification support for career changers. Located in Renens, Switzerland, with hybrid work options, the position targets bilingual (French B2+) frontiers with a valid G permit. Flexible hours and a clear progression path from junior to senior are available.
Required Qualifications
- Frontalier avec un permis G valide
- Statut frontalier
- Français (B2+)
- Contrat CDI
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Reconversion
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