Consultant Finanzen & Vorsorge (Junior) · Karrierewechsel willkommen

Advise private and business clients on providence, savings, and investment solutions, focusing on 3a/3b, ETF savings plans, and providence funds while excluding insurance products. Analyze client needs to create financial concepts and proposals, then conduct online and in-person appointments with subsequent CRM follow-up. Maintain client portfolios, generate recommendations, and secure ongoing engagement. Quereinsteiger are welcome; experience in sales or service is advantageous. Full VBV training costs are covered, offering a certification path. Located in Wädenswil, Switzerland, with hybrid work options available.