Vorsorgeberater (Junior) · 10–100 % · Fixum + Boni

Advise private and business clients on savings and investment solutions, including 3a/3b plans, ETF savings plans, and provident funds. Analyze client needs, create financial concepts and proposals without insurance products, and conduct online or in-person appointments. Manage CRM follow-ups, maintain client portfolios, and generate recommendations. Complete the VBV training program at company expense and utilize modern advisory tools with strong back office support. Work in a hybrid setting in Stäfa, Switzerland, with flexible hours and a clear career path from Junior to Team Lead.