Trainee conseil en prévoyance – formation interne

Analyze client needs to propose savings and providence plans (3a/3b, ETFs, funds) and conduct in-person or online meetings to manage CRM documentation and portfolio growth. Develop recommendations to expand client portfolios while maintaining rigorous follow-up. This internal training role at Convit Central GmbH in Blonay, Switzerland, offers free VBV certification training and coaching for candidates with a valid French border crossing permit. French (B2+) proficiency is required for this hybrid position with flexible hours and a career path from junior to senior.