Conseiller/ère financier/ère & prévoyance (reconversion)

Analyze client needs and propose savings or pension plans (3a/3b, ETF, funds) while conducting online or in-person meetings. Manage CRM documentation and grow the portfolio through recommendations and ongoing follow-up. This role focuses exclusively on financial and pension advice without selling insurance products. Candidates must be Swiss border residents with a valid Permis G. The position is a CDI contract with flexible hours and remote work options, offering a career path from junior to senior levels within a solid backoffice environment.