Kundenberater (Teilzeit) · Festanstellung

Advise private and business clients on pension, savings, and investment solutions including 3a/3b, ETF savings plans, and provident funds. Analyze client needs, create financial concepts and offers without insurance products, and conduct online and in-person appointments. Manage CRM follow-ups, maintain client portfolios, and generate recommendations. Complete the mandatory VBV training program covering all certification costs. Work remotely or hybrid with flexible hours, utilizing modern advisory tools and receiving mentorship. Join a career path progressing from junior to senior advisor or team lead.