Conseiller/ère patrimoine (junior) – temps partiel ou 100%

Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation, follow up on recommendations, and develop portfolios through ongoing support. This junior role within Convit Central GmbH focuses on financial and pension advisory without selling insurance products. Candidates must be French-speaking (B2+) and hold a valid G-permit as Swiss/French border residents. Training is provided to achieve VBV certification.