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Conseiller Prévoyance Débutant Hybride & Épargne ETF
Job in
2553, Safnern, Canton de Berne, Switzerland
Listed on 2026-08-24
Listing for:
Convit Central GmbH
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Convit Central GmbH à Safnern, Suisse/France (région Léman) recherche un Conseiller/ère en prévoyance débutant pour un poste hybride/télétravail. Vous analysez les besoins des clients et proposez un plan d’épargne/prévoyance (3a/3b, ETF) et suivez le portefeuille sans vente d’assurance.
Vous conduisez des rendez-vous (en ligne et sur site), assurez le suivi et la documentation CRM, et développez le portefeuille par recommandations. Formation VBV gratuite; frontaliers permis G exigé.
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