Conseiller/ère épargne & prévoyance – entrée de carrière

Analyze client needs to propose savings and pension plans (3a/3b, ETFs, funds) while conducting online or in-person appointments. Manage client portfolios through recommendations and ongoing follow-up, ensuring all CRM documentation is completed. This entry-level role focuses exclusively on financial and pension advice without selling insurance products. Candidates must hold a valid G-permit as a cross-border worker. The position offers free VBV training and certification support, with flexible hybrid schedules and a clear career path from junior to senior levels within the Convit Central team.