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Modis Gmbh Jobs overseas

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Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
Le Mont-sur-Lausanne, 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 welcome.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Vinelz, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Communication, Autonomy, Rigour, Sales Experience, Service Experience
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, autonomy, and rigor.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Gimel, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Online Meetings, Financial Solutions
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, rigor, and autonomy.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Lausanne, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Communication, Autonomy, Rigour
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, autonomy, and rigor.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Saint-Sulpice, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
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.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Villars-le-Terroir, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
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.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Romanel-sur-Lausanne, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
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, rigor, and autonomy.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Romanel-sur-Lausanne, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have a valid G permit and a strong sense of autonomy and interpersonal skills.
Junior Finanzplaner (ohne Erfahrung) · Festanstellung at Convit GmbH
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Financial Planning, Customer Service, Sales, Budget Planning, Crm Management, Analytical Skills, Communication Skills, Self Motivation
Specialization
No prior experience is required, making it suitable for career changers. A background in sales or service is advantageous, along with a self-directed work style.
Junior Finanzplaner (Homeoffice möglich) · Karrierewechsel willkommen at Convit GmbH
Baden, Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Sales, Customer Service, Budget Planning, Crm Management, Analytical Skills
Specialization
Candidates are welcome to apply even if they are changing careers, although experience in sales or service is advantageous. A self-directed work style and reliable CRM management are important.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Lüscherz, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, Savings Plans, Etf Knowledge, 3a/3b Solutions
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, rigor, and autonomy.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Gerolfingen, Bern, 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.
Junior Vorsorgeberater (ohne Erfahrung) at Convit GmbH
Wettingen, Aargau, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Plans, Retirement Planning
Specialization
No prior experience is required, but experience in sales or service is advantageous. A self-directed work style and reliable CRM management are essential.
Kundenberater (Teilzeit) · Festanstellung at Convit GmbH
Brugg, Aargau, Switzerland - Full Time
Skills Needed
Customer Service, Financial Consulting, Budget Planning, Sales, Crm Management, Analytical Skills, Communication, Self Motivation
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 – plans ETF & fonds de prévoyance at Convit GmbH
Paudex, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have strong interpersonal skills, rigor, and autonomy.
Consultant Vermögensplanung (Teilzeit/Nebenjob) at Convit GmbH
Lyss, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Budgeting, Client Consultation, Sales, Crm Management, Investment Strategies, Analytical Skills, 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 – plans ETF & fonds de prévoyance at Convit GmbH
Ligerz, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Merzligen, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Communication, Autonomy, Analytical Skills
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.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
Erlach, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should have strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
Montilliez, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
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 – plans ETF & fonds de prévoyance at Convit GmbH
Le Mont-sur-Lausanne, Vaud, Switzerland -
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, Portfolio Development, Customer Relationship Management

Industry

IT Services and IT Consulting

Description
Conseiller/ère clientèle – plans ETF & fonds de prévoyance 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: Le Mont-sur-Lausanne, 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 and ensure follow-up and documentation in CRM.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
Le Mont-sur-Lausanne, 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 welcome.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Vinelz, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Communication, Autonomy, Rigour, Sales Experience, Service Experience
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, autonomy, and rigor.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Gimel, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Online Meetings, Financial Solutions
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, rigor, and autonomy.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Lausanne, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Communication, Autonomy, Rigour
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, autonomy, and rigor.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Saint-Sulpice, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
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.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Villars-le-Terroir, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
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.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Romanel-sur-Lausanne, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
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, rigor, and autonomy.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Romanel-sur-Lausanne, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have a valid G permit and a strong sense of autonomy and interpersonal skills.
Junior Finanzplaner (ohne Erfahrung) · Festanstellung at Convit GmbH
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Financial Planning, Customer Service, Sales, Budget Planning, Crm Management, Analytical Skills, Communication Skills, Self Motivation
Specialization
No prior experience is required, making it suitable for career changers. A background in sales or service is advantageous, along with a self-directed work style.
Junior Finanzplaner (Homeoffice möglich) · Karrierewechsel willkommen at Convit GmbH
Baden, Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Sales, Customer Service, Budget Planning, Crm Management, Analytical Skills
Specialization
Candidates are welcome to apply even if they are changing careers, although experience in sales or service is advantageous. A self-directed work style and reliable CRM management are important.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Lüscherz, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, Savings Plans, Etf Knowledge, 3a/3b Solutions
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, rigor, and autonomy.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Gerolfingen, Bern, 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.
Junior Vorsorgeberater (ohne Erfahrung) at Convit GmbH
Wettingen, Aargau, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Plans, Retirement Planning
Specialization
No prior experience is required, but experience in sales or service is advantageous. A self-directed work style and reliable CRM management are essential.
Kundenberater (Teilzeit) · Festanstellung at Convit GmbH
Brugg, Aargau, Switzerland - Full Time
Skills Needed
Customer Service, Financial Consulting, Budget Planning, Sales, Crm Management, Analytical Skills, Communication, Self Motivation
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 – plans ETF & fonds de prévoyance at Convit GmbH
Paudex, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have strong interpersonal skills, rigor, and autonomy.
Consultant Vermögensplanung (Teilzeit/Nebenjob) at Convit GmbH
Lyss, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Budgeting, Client Consultation, Sales, Crm Management, Investment Strategies, Analytical Skills, 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 – plans ETF & fonds de prévoyance at Convit GmbH
Ligerz, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Merzligen, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Communication, Autonomy, Analytical Skills
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.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
Erlach, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should have strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
Montilliez, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.