Conseiller/ère en stratégie financière – fixe + bonus

Analyze client needs and propose savings or pension plans (3a/3b, ETF, 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 strategy and pension planning without selling insurance products. Candidates must be Swiss-French border residents with a valid permit G. The position offers a hybrid schedule, free VBV training leading to certification, and a base salary of CHF 1500–7500 plus bonus. Located in Renens, Switzerland, the team provides modern tools, mentoring, and a clear career path from junior to senior levels.