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Modis Gmbh Jobs overseas

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Conseiller financier junior hybride at Convit GmbH
Orbe, Vaud, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, Crm Management, Customer Relationship Management, Sales, Customer Service, Financial Consulting
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance and providence. Previous experience in sales or customer service is an asset, and French language proficiency (B2+) is required.
Consultant trajectoire patrimoniale junior at Convit GmbH
Péry-La Heutte, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Customer Relationship Management, Crm, Sales, Customer Service, Budgeting, Retirement Planning, Etf Savings Plans
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance and providence. Previous experience in sales or customer service is an asset, and career changers are welcome.
Consultant retraite privée & budget at Convit GmbH
Tolochenaz, Vaud, Switzerland - Full Time
Skills Needed
Financial Planning, Private Pension Consulting, Budgeting, Customer Relationship Management, Sales, Client Advisory, Etf Savings Plans, Wealth Management, Crm Software, Interpersonal Skills
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance. Previous experience in sales, customer service, or consulting is an asset, and career changers are welcome.
Consultant Finanzplanung (Quereinstieg) Homeoffice möglich at Convit GmbH
Belp, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Consulting, Etf Savings Plans, Asset Accumulation, Budget Planning, Customer Relationship Management, Needs Analysis, Crm Documentation, Sales, Consulting
Specialization
Career changers are welcome, with a preference for those with experience in consulting, sales, or customer contact. Candidates should be structured, reliable, and possess strong communication skills and a professional appearance.
Social Media Manager (m/w/d) 100% at LOBECO GmbH
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Social Media Management, Campaign Conception, Reporting & Analysis, Community Management, Power Point, Content Creation, Strategic Thinking, Customer Contact, Trend Identification, Competitive Analysis
Specialization
Requires 1-2 years of experience in social media management, preferably in an agency setting, with fluency in German, English, and Swiss German. Candidates should possess a proactive mindset, strong PowerPoint skills, and a keen eye for visual trends and aesthetics.
Conseiller financier junior hybride, fixe + bonus at Convit GmbH
Aubonne, Vaud, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, Crm Management, Customer Relationship Management, Sales, Customer Service, Financial Consulting
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance. Previous experience in sales or customer service is an asset, and career changers are welcome.
Einsteigerberater Budget & Vorsorge Hybrid at Convit GmbH
Thun, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Planning, Budget Planning, Etf Savings Plans, Customer Relationship Management, Needs Analysis, Sales, Consulting, Communication, Crm Documentation
Specialization
Career changers are welcome, though experience in consulting, sales, or customer contact is an advantage. Candidates should be structured, reliable, and possess strong communication skills with a professional appearance.
Conseiller financier pour nouveaux talents at Convit GmbH
Sonvilier, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, Crm Management, Customer Relationship Management, Sales, Customer Service, Financial Consulting
Specialization
Open to career changers with a background in sales or customer service and a strong interest in personal finance. Requires interpersonal skills, discipline, and French language proficiency (B2+).
Conseiller financier (reconversion) poste fixe at Convit GmbH
Vernier, Geneva, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Customer Relationship Management, Sales, Budgeting, Etf Savings Plans, Client Advisory
Specialization
Open to career changers with a background in sales, customer service, or consulting. Requires strong interpersonal skills, discipline, and a keen interest in personal finance and providence.
Einstieg Vorsorgeberatung kostenlose VBV-Ausbildung, Teilzeit oder 100 % at Convit GmbH
Lenzburg, Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Consulting, Etf Savings Plans, Budget Planning, Customer Relationship Management, Needs Analysis, Sales, Communication Skills
Specialization
Career changers are welcome, though experience in consulting, sales, or customer contact is an advantage. Candidates should be structured, reliable, and possess a professional demeanor with a willingness to learn.
Financial Advisor (DE) – Quereinstieg, Hybrid at Convit GmbH
Buchs (AG), Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Consulting, Etf Savings Plans, Asset Accumulation, Budget Planning, Customer Relationship Management, Sales, Consulting, Crm Documentation, Communication Skills
Specialization
Career changers are welcome, though experience in consulting, sales, or customer contact is an advantage. Candidates should be structured, reliable, and possess a professional demeanor with a willingness to learn.
Conseiller financier junior (reconversion) horaires flexibles at Convit GmbH
Düdingen, fribourg, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Customer Relationship Management, Needs Analysis, Sales, Customer Service, Budgeting, Wealth Management, Crm Software, Interpersonal Skills
Specialization
Open to career changers with a background in sales or customer service and a strong interest in personal finance. Requires interpersonal ease, discipline, and proficiency in French (B2+).
Conseiller financier junior – reconversion, hybride at Convit GmbH
Givisiez, fribourg, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, Customer Relationship Management, Sales, Customer Service, Crm Software, Needs Analysis
Specialization
Open to career changers with a background in sales, customer service, or consulting. Requires strong interpersonal skills, discipline, and a keen interest in personal finance and providence.
Conseiller financier régional Fribourg at Convit GmbH
Courrendlin, Jura, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Planning, Wealth Management, Customer Relationship Management, Sales, Budgeting, Crm Software, Client Advisory
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance and pensions. Previous experience in sales, customer service, or consulting is an asset, and career changers are welcome.
Conseiller prévoyance PME (reconversion) poste fixe, hybride at Convit GmbH
Laténa, neuchâtel, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Customer Relationship Management, Sales, Budgeting, Wealth Management, Retirement Planning, Crm Software, Client Advisory
Specialization
Open to career changers with a background in sales, customer service, or consulting. Requires strong interpersonal skills, discipline, and a keen interest in personal finance and providence.
Conseiller financier temps partiel/activité accessoire recherché(e) at Convit GmbH
Ferney-Voltaire, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Private Providence, Asset Building, Retirement Planning, Budgeting, Crm Management, Customer Relationship Management, Sales, Customer Service, Financial Consulting
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance. A valid G permit for cross-border workers is mandatory for consideration.
Conseiller financier reconversion parcours jusqu’à Teamlead at Convit GmbH
Divonne-les-Bains, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Customer Relationship Management, Sales, Budgeting, Etf Savings Plans, Client Needs Analysis, Crm Software, Interpersonal Communication
Specialization
Open to career changers with a background in sales or customer service and a strong interest in personal finance. Candidates must possess strong interpersonal skills, discipline, and a valid G permit for cross-border workers.
Conseiller financier B2C junior at Convit GmbH
Reconvilier, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Private Pension Planning, Wealth Management, Customer Relationship Management, Sales, Budgeting, Etf Savings Plans, Needs Analysis, Crm Software, Client Advisory
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance and providence. Previous experience in sales, customer service, or consulting is an asset, and French proficiency (B2+) is required.
Conseiller patrimoine starter poste fixe at Convit GmbH
Boudry, neuchâtel, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Customer Relationship Management, Sales, Budgeting, Etf Savings Plans, Crm Software, Client Advisory, Interpersonal Skills
Specialization
Open to career changers with a background in sales, customer service, or consulting. Requires strong interpersonal skills, discipline, and a keen interest in personal finance and providence.
Einstiegsposition Finanzberatung kostenlose VBV-Ausbildung at Convit GmbH
Wohlen, Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Consulting, Etf Savings Plans, Budget Planning, Customer Relationship Management, Needs Analysis, Sales, Communication, Crm Documentation
Specialization
Career changers are welcome, though experience in consulting, sales, or customer contact is an advantage. Candidates should be structured, reliable, and possess strong communication skills with a professional appearance.
Conseiller financier junior hybride at Convit GmbH
Orbe, Vaud, Switzerland -
Full Time

Start Date

Immediate

Expiry Date

04 Aug, 26

Salary

7500.0

Posted On

06 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, CRM Management, Customer Relationship Management, Sales, Customer Service, Financial Consulting

Industry

IT Services and IT Consulting

Description
Conseiller financier junior hybride Entrée dans le conseil en finance et prévoyance, sans produits d’assurance. Focus sur 3a/3b, plans d’épargne ETF, constitution de patrimoine, planification retraite et budget. Données clés : - Organisation : Convit Central GmbH - Localité de marché : Orbe, Suisse - Site de référence / rattachement : Convit GmbH, Rue de Cossonay 194, 1020 Renens, Suisse - Contrat : poste fixe · Taux d’activité : 10–100 % selon le poste · Langue : français (B2+) - Salaire : CHF 1500–7500/mois OTE (fixe + bonus selon activité et performance) - Contact : Recruiting@convit.ch Vos missions : - Conseiller des particuliers sur la prévoyance privée, l’épargne, la planification financière et les solutions 3a/3b. - Analyser les besoins, préparer des propositions adaptées et assurer le suivi des dossiers dans le CRM. - Réaliser des rendez-vous en ligne et sur site selon la zone géographique. - Développer une relation client durable, structurée et orientée qualité. Votre profil : - Reconversion bienvenue; expérience en vente, service client ou conseil est un atout. - Aisance relationnelle, discipline, sens du contact et motivation à apprendre. - Intérêt marqué pour la finance personnelle, la prévoyance et la relation de confiance. Nous offrons : - Formation interne gratuite sur les bases du conseil financier et de la prévoyance. - Possibilité d’effectuer gratuitement la formation VBV et d’obtenir une certification VBV. - Mentoring, outils numériques modernes, environnement structuré et perspectives d’évolution. - Homeoffice/hybride selon la fonction, horaires flexibles selon le poste. Mobilité / frontaliers : - Candidatures depuis la Suisse romande bienvenues. - Pour les candidats domiciliés côté France, permis G valable obligatoire. Postulation : Merci d’envoyer votre dossier en ligne. Nous revenons rapidement vers vous. Remarque : Aucun produit d’assurance; pas de promesse de clients fournis ni de rendez-vous fixes.
Responsibilities
Advise private individuals on private providence, savings, and financial planning, specifically focusing on 3a/3b solutions. Analyze client needs, prepare tailored proposals, and maintain client relationships through online and on-site meetings.
Conseiller financier junior hybride at Convit GmbH
Orbe, Vaud, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, Crm Management, Customer Relationship Management, Sales, Customer Service, Financial Consulting
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance and providence. Previous experience in sales or customer service is an asset, and French language proficiency (B2+) is required.
Consultant trajectoire patrimoniale junior at Convit GmbH
Péry-La Heutte, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Customer Relationship Management, Crm, Sales, Customer Service, Budgeting, Retirement Planning, Etf Savings Plans
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance and providence. Previous experience in sales or customer service is an asset, and career changers are welcome.
Consultant retraite privée & budget at Convit GmbH
Tolochenaz, Vaud, Switzerland - Full Time
Skills Needed
Financial Planning, Private Pension Consulting, Budgeting, Customer Relationship Management, Sales, Client Advisory, Etf Savings Plans, Wealth Management, Crm Software, Interpersonal Skills
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance. Previous experience in sales, customer service, or consulting is an asset, and career changers are welcome.
Consultant Finanzplanung (Quereinstieg) Homeoffice möglich at Convit GmbH
Belp, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Consulting, Etf Savings Plans, Asset Accumulation, Budget Planning, Customer Relationship Management, Needs Analysis, Crm Documentation, Sales, Consulting
Specialization
Career changers are welcome, with a preference for those with experience in consulting, sales, or customer contact. Candidates should be structured, reliable, and possess strong communication skills and a professional appearance.
Social Media Manager (m/w/d) 100% at LOBECO GmbH
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Social Media Management, Campaign Conception, Reporting & Analysis, Community Management, Power Point, Content Creation, Strategic Thinking, Customer Contact, Trend Identification, Competitive Analysis
Specialization
Requires 1-2 years of experience in social media management, preferably in an agency setting, with fluency in German, English, and Swiss German. Candidates should possess a proactive mindset, strong PowerPoint skills, and a keen eye for visual trends and aesthetics.
Conseiller financier junior hybride, fixe + bonus at Convit GmbH
Aubonne, Vaud, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, Crm Management, Customer Relationship Management, Sales, Customer Service, Financial Consulting
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance. Previous experience in sales or customer service is an asset, and career changers are welcome.
Einsteigerberater Budget & Vorsorge Hybrid at Convit GmbH
Thun, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Planning, Budget Planning, Etf Savings Plans, Customer Relationship Management, Needs Analysis, Sales, Consulting, Communication, Crm Documentation
Specialization
Career changers are welcome, though experience in consulting, sales, or customer contact is an advantage. Candidates should be structured, reliable, and possess strong communication skills with a professional appearance.
Conseiller financier pour nouveaux talents at Convit GmbH
Sonvilier, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, Crm Management, Customer Relationship Management, Sales, Customer Service, Financial Consulting
Specialization
Open to career changers with a background in sales or customer service and a strong interest in personal finance. Requires interpersonal skills, discipline, and French language proficiency (B2+).
Conseiller financier (reconversion) poste fixe at Convit GmbH
Vernier, Geneva, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Customer Relationship Management, Sales, Budgeting, Etf Savings Plans, Client Advisory
Specialization
Open to career changers with a background in sales, customer service, or consulting. Requires strong interpersonal skills, discipline, and a keen interest in personal finance and providence.
Einstieg Vorsorgeberatung kostenlose VBV-Ausbildung, Teilzeit oder 100 % at Convit GmbH
Lenzburg, Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Consulting, Etf Savings Plans, Budget Planning, Customer Relationship Management, Needs Analysis, Sales, Communication Skills
Specialization
Career changers are welcome, though experience in consulting, sales, or customer contact is an advantage. Candidates should be structured, reliable, and possess a professional demeanor with a willingness to learn.
Financial Advisor (DE) – Quereinstieg, Hybrid at Convit GmbH
Buchs (AG), Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Consulting, Etf Savings Plans, Asset Accumulation, Budget Planning, Customer Relationship Management, Sales, Consulting, Crm Documentation, Communication Skills
Specialization
Career changers are welcome, though experience in consulting, sales, or customer contact is an advantage. Candidates should be structured, reliable, and possess a professional demeanor with a willingness to learn.
Conseiller financier junior (reconversion) horaires flexibles at Convit GmbH
Düdingen, fribourg, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Customer Relationship Management, Needs Analysis, Sales, Customer Service, Budgeting, Wealth Management, Crm Software, Interpersonal Skills
Specialization
Open to career changers with a background in sales or customer service and a strong interest in personal finance. Requires interpersonal ease, discipline, and proficiency in French (B2+).
Conseiller financier junior – reconversion, hybride at Convit GmbH
Givisiez, fribourg, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, Customer Relationship Management, Sales, Customer Service, Crm Software, Needs Analysis
Specialization
Open to career changers with a background in sales, customer service, or consulting. Requires strong interpersonal skills, discipline, and a keen interest in personal finance and providence.
Conseiller financier régional Fribourg at Convit GmbH
Courrendlin, Jura, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Planning, Wealth Management, Customer Relationship Management, Sales, Budgeting, Crm Software, Client Advisory
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance and pensions. Previous experience in sales, customer service, or consulting is an asset, and career changers are welcome.
Conseiller prévoyance PME (reconversion) poste fixe, hybride at Convit GmbH
Laténa, neuchâtel, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Customer Relationship Management, Sales, Budgeting, Wealth Management, Retirement Planning, Crm Software, Client Advisory
Specialization
Open to career changers with a background in sales, customer service, or consulting. Requires strong interpersonal skills, discipline, and a keen interest in personal finance and providence.
Conseiller financier temps partiel/activité accessoire recherché(e) at Convit GmbH
Ferney-Voltaire, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Private Providence, Asset Building, Retirement Planning, Budgeting, Crm Management, Customer Relationship Management, Sales, Customer Service, Financial Consulting
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance. A valid G permit for cross-border workers is mandatory for consideration.
Conseiller financier reconversion parcours jusqu’à Teamlead at Convit GmbH
Divonne-les-Bains, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Customer Relationship Management, Sales, Budgeting, Etf Savings Plans, Client Needs Analysis, Crm Software, Interpersonal Communication
Specialization
Open to career changers with a background in sales or customer service and a strong interest in personal finance. Candidates must possess strong interpersonal skills, discipline, and a valid G permit for cross-border workers.
Conseiller financier B2C junior at Convit GmbH
Reconvilier, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Private Pension Planning, Wealth Management, Customer Relationship Management, Sales, Budgeting, Etf Savings Plans, Needs Analysis, Crm Software, Client Advisory
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance and providence. Previous experience in sales, customer service, or consulting is an asset, and French proficiency (B2+) is required.
Conseiller patrimoine starter poste fixe at Convit GmbH
Boudry, neuchâtel, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Customer Relationship Management, Sales, Budgeting, Etf Savings Plans, Crm Software, Client Advisory, Interpersonal Skills
Specialization
Open to career changers with a background in sales, customer service, or consulting. Requires strong interpersonal skills, discipline, and a keen interest in personal finance and providence.
Einstiegsposition Finanzberatung kostenlose VBV-Ausbildung at Convit GmbH
Wohlen, Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Pension Consulting, Etf Savings Plans, Budget Planning, Customer Relationship Management, Needs Analysis, Sales, Communication, Crm Documentation
Specialization
Career changers are welcome, though experience in consulting, sales, or customer contact is an advantage. Candidates should be structured, reliable, and possess strong communication skills with a professional appearance.