Junior Advisor Vorsorge OTE bis 7'500 CHF

Accompany private and business clients on pension, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual pension and financial concepts, then conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships to build long-term value. This role focuses on pension and financial solutions within the Convit Central team, offering a structured internal training program with preparation for VBV certification, modern tools, and flexible hybrid working options.