Junior Vorsorgeberater (Quereinstieg möglich)

Conduct financial and investment advisory for private and business clients, focusing on 3a/3b, ETF savings plans, and provident funds without insurance products. Analyze client needs to create financial concepts and proposals, then execute online and in-person appointments with CRM follow-up. Maintain client portfolios, generate recommendations, and secure ongoing engagement. Quereinsteiger welcome with B2+ German proficiency; fixed salary plus bonuses range from CHF 1,500 to 7,500 monthly depending on workload. Enjoy fully covered VBV training, hybrid work options, and a clear career path from Junior to Team Lead.