Privatkundenberater (Hybrid/Homeoffice)

Advise private and business clients on pension, savings, and investment solutions, focusing on 3a/3b, ETF savings plans, and provident funds without insurance products. Analyze client needs to create financial concepts and proposals, then conduct online and in-person appointments with CRM follow-up. Maintain existing portfolios, generate recommendations, and secure ongoing engagement through structured follow-ups. The role offers a fixed salary plus bonuses ranging from CHF 1500 to 7500 monthly, with a hybrid or home office schedule. Quereinsteiger are welcome, supported by free VBV training, mentorship, and a clear career path from junior to team lead.