Conseiller financier reconversion parcours jusqu’à Teamlead

Conduct individual financial advisory for private provident funds, ETF savings plans, and retirement planning within the 3a/3b framework. Analyze client needs, prepare tailored proposals, and manage file tracking in the CRM while conducting online and in-person appointments across the geographic zone. Build a durable, structured client relationship focused on quality and trust. This role operates at Convit Central GmbH in Divonne-les-Bains, Switzerland, with a fixed contract and flexible hybrid hours. French language proficiency at B2+ is required, and candidates must be valid Swiss frontier residents holding a driving license. The position offers internal training, VBV certification, and clear progression toward team leadership without selling insurance products.