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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.
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.
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.
Consultant retraite 3a/3b junior, hybride at Convit GmbH
Martigny, Wallis, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Customer Relationship Management, Wealth Management, Budgeting, Sales, Customer Service, Financial Analysis, Crm Software, Client Advisory
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 B2+ proficiency in French.
Warehouse and Materials Specialist I at Werfen GmbH
Orangeburg, New York, United States - Full Time
Skills Needed
Inventory Control, Shipping And Receiving, Sap, Mrp Systems, Ms Excel, Gmp Compliance, Forklift Operation, Cycle Counting, Quantitative Math, Communication Skills, Attention To Detail, Material Handling
Specialization
Requires a high school diploma and at least one year of experience in both a computerized warehouse and a manufacturing environment. Must be able to operate powered industrial trucks and lift materials according to OSHA standards.
Conseiller financier Homeoffice reconversion, outils & mentoring at Convit GmbH
Publier, Auvergne-Rhône-Alpes, France - 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. Candidates must possess a valid G permit for cross-border workers to be considered.
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+).
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 (reconversion) 10–100 %, OTE jusqu'à CHF 7'500 at Convit GmbH
Gex, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Customer Relationship Management, Needs Analysis, Sales, Budgeting, 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 valid G permit for cross-border workers.
Conseiller financier newcomer parcours de carrière, fixe + bonus at Convit GmbH
Évian-les-Bains, Auvergne-Rhône-Alpes, France - 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; career changers with sales or customer service experience are welcome. A valid G permit for cross-border workers is strictly required for application consideration.
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.
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 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+).
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.
Consultant prévoyance & épargne (reconversion) OTE jusqu'à CHF 7'500 at Convit GmbH
Oyonnax, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, Customer Relationship Management, Sales, Customer Service, Crm Software, Financial Consulting
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 and a valid G permit for cross-border workers.
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 & prévoyance (reconversion) OTE jusqu'à CHF 7'500 at Convit GmbH
Gaillard, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Pension Planning, Wealth Management, Customer Relationship Management, Sales, Budgeting, Client Advisory, Crm Software
Specialization
Open to career changers with a background in sales, customer service, or consulting. Requires strong interpersonal skills, discipline, and a valid G permit for cross-border workers.
Financial Advisor (DE) – reconversion, hybride at Convit GmbH
Valleiry, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Pension Planning, Wealth Management, Customer Relationship Management, Sales, Customer Service, Budgeting, Crm Software
Specialization
Open to career changers with a background in sales or customer service and a strong interest in personal finance. Candidates must possess a valid G permit for cross-border workers and demonstrate strong interpersonal skills.
Financial Trainee – 3a/3b at Convit GmbH
Sciez, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Private Providence, Customer Relationship Management, Needs Analysis, Sales, Budgeting, Wealth Management, Retirement Planning, Crm Software, Client Advisory
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance. Experience in sales or customer service is an asset, and cross-career transitions are welcome.
Consultant trajectoire patrimoniale junior at Convit GmbH
Péry-La Heutte, Bern, 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, Customer Relationship Management, CRM, Sales, Customer Service, Budgeting, Retirement Planning, ETF Savings Plans

Industry

IT Services and IT Consulting

Description
Consultant trajectoire patrimoniale junior 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 : Péry-La Heutte, Suisse - Site de référence / rattachement : Rennweg 62, 2. Stock, 2504 Biel/Bienne, 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 long-term client relationships via online and on-site meetings.
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.
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.
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.
Consultant retraite 3a/3b junior, hybride at Convit GmbH
Martigny, Wallis, Switzerland - Full Time
Skills Needed
Financial Planning, Private Providence, Customer Relationship Management, Wealth Management, Budgeting, Sales, Customer Service, Financial Analysis, Crm Software, Client Advisory
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 B2+ proficiency in French.
Warehouse and Materials Specialist I at Werfen GmbH
Orangeburg, New York, United States - Full Time
Skills Needed
Inventory Control, Shipping And Receiving, Sap, Mrp Systems, Ms Excel, Gmp Compliance, Forklift Operation, Cycle Counting, Quantitative Math, Communication Skills, Attention To Detail, Material Handling
Specialization
Requires a high school diploma and at least one year of experience in both a computerized warehouse and a manufacturing environment. Must be able to operate powered industrial trucks and lift materials according to OSHA standards.
Conseiller financier Homeoffice reconversion, outils & mentoring at Convit GmbH
Publier, Auvergne-Rhône-Alpes, France - 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. Candidates must possess a valid G permit for cross-border workers to be considered.
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+).
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 (reconversion) 10–100 %, OTE jusqu'à CHF 7'500 at Convit GmbH
Gex, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Customer Relationship Management, Needs Analysis, Sales, Budgeting, 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 valid G permit for cross-border workers.
Conseiller financier newcomer parcours de carrière, fixe + bonus at Convit GmbH
Évian-les-Bains, Auvergne-Rhône-Alpes, France - 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; career changers with sales or customer service experience are welcome. A valid G permit for cross-border workers is strictly required for application consideration.
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.
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 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+).
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.
Consultant prévoyance & épargne (reconversion) OTE jusqu'à CHF 7'500 at Convit GmbH
Oyonnax, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Private Providence, Wealth Management, Retirement Planning, Budgeting, Customer Relationship Management, Sales, Customer Service, Crm Software, Financial Consulting
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 and a valid G permit for cross-border workers.
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 & prévoyance (reconversion) OTE jusqu'à CHF 7'500 at Convit GmbH
Gaillard, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Pension Planning, Wealth Management, Customer Relationship Management, Sales, Budgeting, Client Advisory, Crm Software
Specialization
Open to career changers with a background in sales, customer service, or consulting. Requires strong interpersonal skills, discipline, and a valid G permit for cross-border workers.
Financial Advisor (DE) – reconversion, hybride at Convit GmbH
Valleiry, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Pension Planning, Wealth Management, Customer Relationship Management, Sales, Customer Service, Budgeting, Crm Software
Specialization
Open to career changers with a background in sales or customer service and a strong interest in personal finance. Candidates must possess a valid G permit for cross-border workers and demonstrate strong interpersonal skills.
Financial Trainee – 3a/3b at Convit GmbH
Sciez, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Planning, Private Providence, Customer Relationship Management, Needs Analysis, Sales, Budgeting, Wealth Management, Retirement Planning, Crm Software, Client Advisory
Specialization
Candidates should have strong interpersonal skills, discipline, and a keen interest in personal finance. Experience in sales or customer service is an asset, and cross-career transitions are welcome.
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