Junior Consultant Finanzservice Hybrid

Accompany private and business clients on retirement planning, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual retirement and financial concepts while conducting counseling sessions online and in person. Document follow-ups accurately in the CRM and maintain existing client relationships for long-term growth. This entry-level role at Convit Central GmbH in Schönbühl, Switzerland, offers a fixed-term contract with flexible hybrid working options. The position includes free internal VBV training, mentorship, and clear development paths from entry to specialized or team roles.