Consultant prévoyance vieillesse 3a/3b – hybride

Analyze client needs and propose retirement savings plans, including 3a/3b structures, ETFs, and pension funds. Conduct online and in-person meetings, manage CRM documentation, and grow portfolios through recommendations and ongoing follow-up. This advisory role focuses exclusively on finance and pension planning without selling insurance products. Candidates must hold a valid G permit as a French-Swiss frontier worker. The position offers free VBV training leading to certification, flexible hybrid hours, and a career path from junior to senior levels within Convit Central GmbH in the Léman region.