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

Advise private and business clients on savings and investment solutions, including 3a/3b, ETF savings plans, and provident funds, while analyzing needs and creating financial concepts without insurance products. Conduct online and in-person consultations, manage CRM follow-ups, maintain client portfolios, and generate recommendations. This role at Convit Central GmbH in Schönbühl, Switzerland, offers a fixed salary plus bonuses ranging from CHF 1500 to 7500 monthly, with 10–100% part-time availability. We provide free VBV training, modern tools, and a clear career path from junior to team lead.