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Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
, , - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Communication, Autonomy, Analytical Skills, Sales Experience, Service Experience, Team Collaboration, Problem Solving, Time Management, Attention To Detail, Flexibility
Specialization
Candidates should have a valid G permit and be frontaliers. Experience in sales or service is a plus, along with strong interpersonal skills and autonomy.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
, , - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Communication, Autonomy, Customer Service
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, and a strong relational sense is required.
Junior Vorsorgeberater (Homeoffice möglich) · Mentoring & Tools at Convit GmbH
Rapperswil-Jona, St. Gallen, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable management of appointments and CRM are essential.
Junior Vorsorgeberater (Homeoffice möglich) at Convit GmbH
Zofingen, Aargau, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Self Management
Specialization
The position welcomes career changers and values experience in sales or service. A self-directed work style and reliable management of appointments and CRM are essential.
Junior Vorsorgeberater (Hybrid/Homeoffice) at Convit GmbH
Illnau-Effretikon, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-reliant work style and reliable CRM management are essential.
Consultant Vermögensplanung (Hybrid/Homeoffice) · Mentoring & Tools at Convit GmbH
Meilen, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Consultant Vermögensplanung (ohne Erfahrung) at Convit GmbH
Egerkingen, Solothurn, Switzerland - Full Time
Skills Needed
Financial Planning, Budgeting, Client Consultation, Sales, Crm Management, Investment Strategies, Analysis, Communication
Specialization
No prior experience is required, making it suitable for career changers, although experience in sales or service is advantageous. A self-directed work style and reliable CRM management are essential.
Junior Vorsorgeberater (Hybrid/Homeoffice) · Mentoring & Tools at Convit GmbH
Winterthur, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Consultant Finanzen & Vorsorge (Teilzeit) · Festanstellung at Convit GmbH
Herzogenbuchsee, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Préverenges, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, and a strong sense of relationship management is required.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Le Landeron, neuchâtel, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have a valid G permit and be frontaliers.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Morrens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, along with strong interpersonal skills and autonomy.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Aegerten, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
Villars-Sainte-Croix, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Candidates should have a strong sense of relationship management, rigor, and autonomy. Experience in sales or service is a plus, and reconversion is welcomed.
Assistant Principal at Hovein GmbH
Utqiaġvik, Alaska, United States - Full Time
Skills Needed
Instructional Leadership, Curriculum Implementation, Staff Development, Student Services, Culturally Safe Practices, Restorative Practices, Trauma Engaged Practices, School Planning, Staff Evaluation, Financial Stewardship, Operational Stewardship, Inupiat Education Support, Mentorship, Supervision
Specialization
Candidates must possess a Master's degree in education and hold both an Alaska Type B Administrative Certificate and an Alaska Teacher Certificate, along with demonstrated effectiveness in instructional leadership. Required experience includes three years of teaching and knowledge of culturally safe, responsive, and trauma-engaged practices.
Experience Required
Minimum 5 year(s)
Berater Vermögensaufbau (Hybrid/Homeoffice) · 10–60 % · Homeoffice at Convit GmbH
Embrach, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-reliant work style and reliable CRM management are essential.
Berater Sparen & Vorsorge (Quereinstieg möglich) · Karrierewechsel willkomm at Convit GmbH
Fahrwangen, Aargau, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
Career changers are welcome, and experience in sales or service is advantageous. A self-reliant work style and reliable CRM management are expected.
Berater Vermögensaufbau (Quereinstieg möglich) · Flexible Arbeitszeiten at Convit GmbH
Münsingen, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater Vermögensaufbau (Homeoffice möglich) · Flexible Arbeitszeiten at Convit GmbH
Reiden, Lucerne, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable management of appointments and CRM are essential.
Berater Altersvorsorge (Homeoffice möglich) · Festanstellung at Convit GmbH
Hunzenschwil, Aargau, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Communication Skills
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
, , -
Full Time


Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

7500.0

Posted On

01 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Advisory, Financial Planning, Budget Optimization, CRM Documentation, Customer Relationship Management, Portfolio Development, Communication, Autonomy, Analytical Skills, Sales Experience, Service Experience, Team Collaboration, Problem Solving, Time Management, Attention to Detail, Flexibility

Industry

IT Services and IT Consulting

Description
Conseiller/ère clientèle – solutions d’épargne (débutant·e) Rejoignez notre équipe dans le conseil en finance & prévoyance (sans vente de produits d’assurance). Focus: solutions 3a/3b, plans d’épargne (ETF), fonds de prévoyance et optimisation budgétaire. Important – Frontaliers uniquement: - Candidatures réservées aux frontaliers titulaires d’un permis G valide (attestation obligatoire). - Aucune candidature sans statut frontalier/permis G. Formation & certification: - Formation VBV gratuite: frais de formation et d’examen pris en charge. - Objectif: obtention de la certification VBV (idéale pour reconversion). Informations clés: - Organisation / Département: Convit Central GmbH - Zone: Bernex (FR), Suisse / France (région Léman) - Télétravail/Hybride possible selon activité. - Contrat: CDI (selon profil) · Taux: 10–100 % · Langue: Français (B2+). - Rémunération: CHF 1500–7500/mois (OTE; fixe + bonus, selon taux & performance). Site de rattachement (le plus proche): - Rue de Cossonay 194, 1020 Renens, Switzerland Missions: - Analyser les besoins des clients, proposer un plan d’épargne/prévoyance (3a/3b, ETF, fonds). - Conduire des rendez-vous (en ligne et/ou sur site), assurer le suivi et la documentation CRM. - Développer le portefeuille via recommandations et suivi. Profil: - Reconv. bienvenue; expérience vente/service est un plus. - Sens du relationnel, rigueur, autonomie. Nous offrons: - Outils modernes, backoffice solide, coaching & mentoring. - Horaires flexibles, trajectoire de carrière (junior → senior). Note: Pas de produits d’assurance – conseil orienté épargne/prévoyance.
Responsibilities
Analyze client needs and propose savings and insurance plans. Conduct meetings online or on-site, ensuring follow-up and documentation in CRM.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
, , - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Communication, Autonomy, Analytical Skills, Sales Experience, Service Experience, Team Collaboration, Problem Solving, Time Management, Attention To Detail, Flexibility
Specialization
Candidates should have a valid G permit and be frontaliers. Experience in sales or service is a plus, along with strong interpersonal skills and autonomy.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
, , - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Communication, Autonomy, Customer Service
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, and a strong relational sense is required.
Junior Vorsorgeberater (Homeoffice möglich) · Mentoring & Tools at Convit GmbH
Rapperswil-Jona, St. Gallen, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable management of appointments and CRM are essential.
Junior Vorsorgeberater (Homeoffice möglich) at Convit GmbH
Zofingen, Aargau, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Self Management
Specialization
The position welcomes career changers and values experience in sales or service. A self-directed work style and reliable management of appointments and CRM are essential.
Junior Vorsorgeberater (Hybrid/Homeoffice) at Convit GmbH
Illnau-Effretikon, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-reliant work style and reliable CRM management are essential.
Consultant Vermögensplanung (Hybrid/Homeoffice) · Mentoring & Tools at Convit GmbH
Meilen, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Consultant Vermögensplanung (ohne Erfahrung) at Convit GmbH
Egerkingen, Solothurn, Switzerland - Full Time
Skills Needed
Financial Planning, Budgeting, Client Consultation, Sales, Crm Management, Investment Strategies, Analysis, Communication
Specialization
No prior experience is required, making it suitable for career changers, although experience in sales or service is advantageous. A self-directed work style and reliable CRM management are essential.
Junior Vorsorgeberater (Hybrid/Homeoffice) · Mentoring & Tools at Convit GmbH
Winterthur, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Consultant Finanzen & Vorsorge (Teilzeit) · Festanstellung at Convit GmbH
Herzogenbuchsee, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Préverenges, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, and a strong sense of relationship management is required.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Le Landeron, neuchâtel, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have a valid G permit and be frontaliers.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Morrens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, along with strong interpersonal skills and autonomy.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Aegerten, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
Villars-Sainte-Croix, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Candidates should have a strong sense of relationship management, rigor, and autonomy. Experience in sales or service is a plus, and reconversion is welcomed.
Assistant Principal at Hovein GmbH
Utqiaġvik, Alaska, United States - Full Time
Skills Needed
Instructional Leadership, Curriculum Implementation, Staff Development, Student Services, Culturally Safe Practices, Restorative Practices, Trauma Engaged Practices, School Planning, Staff Evaluation, Financial Stewardship, Operational Stewardship, Inupiat Education Support, Mentorship, Supervision
Specialization
Candidates must possess a Master's degree in education and hold both an Alaska Type B Administrative Certificate and an Alaska Teacher Certificate, along with demonstrated effectiveness in instructional leadership. Required experience includes three years of teaching and knowledge of culturally safe, responsive, and trauma-engaged practices.
Experience Required
Minimum 5 year(s)
Berater Vermögensaufbau (Hybrid/Homeoffice) · 10–60 % · Homeoffice at Convit GmbH
Embrach, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-reliant work style and reliable CRM management are essential.
Berater Sparen & Vorsorge (Quereinstieg möglich) · Karrierewechsel willkomm at Convit GmbH
Fahrwangen, Aargau, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
Career changers are welcome, and experience in sales or service is advantageous. A self-reliant work style and reliable CRM management are expected.
Berater Vermögensaufbau (Quereinstieg möglich) · Flexible Arbeitszeiten at Convit GmbH
Münsingen, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater Vermögensaufbau (Homeoffice möglich) · Flexible Arbeitszeiten at Convit GmbH
Reiden, Lucerne, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable management of appointments and CRM are essential.
Berater Altersvorsorge (Homeoffice möglich) · Festanstellung at Convit GmbH
Hunzenschwil, Aargau, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Communication Skills
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
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