Trainee Vorsorgeberatung (Teilzeit) · Flexible Arbeitszeiten

Advise private and business clients on pension, savings, and investment solutions, including 3a/3b plans, ETF savings plans, and pension funds, without recommending insurance products. Analyze client needs to create financial concepts and proposals, then conduct online and in-person appointments with subsequent CRM follow-up. Maintain client portfolios, generate recommendations, and secure follow-ups through consistent tracking. This part-time role at Convit Central GmbH in Schönbühl, Switzerland, offers a free VBV training program, modern advisory tools, and a clear career path from junior to team lead.