Vorsorgeberater (Hybrid/Homeoffice) · OTE bis 7'500 CHF

Advise private and business clients on pension, savings, and investment solutions, focusing on 3a/3b accounts, ETF savings plans, and pension funds. Analyze client needs to create financial concepts and proposals without traditional insurance products. Conduct online and in-person appointments, manage CRM follow-ups, and maintain existing portfolios while generating recommendations. This role offers a full training program covering VBV certification at no cost to the candidate. The team provides modern advisory tools, strong back office support, and mentorship within a clear career path from junior to team lead.