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Coach financier/ère (junior) – mentoring at Convit GmbH
Biel/Bienne, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, Relationship Management, Sales Experience, Service Experience
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. The role welcomes career changers and emphasizes relational skills, rigor, and autonomy.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Montricher, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. Strong interpersonal skills, rigor, and autonomy are essential.
Coach financier/ère (junior) – mentoring at Convit GmbH
Paudex, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Sales Experience, Service Experience
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. Strong interpersonal skills, rigor, and autonomy are essential.
Coach financier/ère (junior) – mentoring at Convit GmbH
Ballens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Sales Experience, Service Experience
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. The role welcomes career changers and emphasizes relationship skills, rigor, 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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Mollens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, 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
Ecublens, 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.
Conseiller/ère 3a/3b (junior) – plans d'épargne at Convit GmbH
Sorvilier, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, 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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Erlach, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, 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 financier/ère (junior) – mentoring at Convit GmbH
Tolochenaz, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, 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 and autonomy.
Coach financier/ère (junior) – mentoring at Convit GmbH
Buchillon, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, Relationship Management
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 autonomy and relationship skills is required.
Coach financier/ère (junior) – mentoring at Convit GmbH
Pampigny, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Crm Documentation, Portfolio Development, Financial Planning, Mentoring, Coaching, Sales Experience, Relationship Management, 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 and autonomy.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Crissier, Vaud, 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 and autonomy.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Biel/Bienne, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, 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.
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.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Assens, 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.
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
Gals, 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, along with strong interpersonal skills and autonomy.
Berater Vermögensaufbau (Teilzeit/Nebenjob) · 10–60 % · Homeoffice at Convit GmbH
Wichtrach, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Plans, Retirement Funds
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 (Teilzeit) · 10–60 % · Homeoffice at Convit GmbH
Dintikon, Aargau, 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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Biel/Bienne, Bern, 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 Needs Analysis, Budget Optimization, Portfolio Development, CRM Documentation, Financial Planning, Relationship Management, Sales Experience, Service Experience

Industry

IT Services and IT Consulting

Description
Coach financier/ère (junior) – mentoring 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: Biel/Bienne, 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): - Rennweg 62, 2. Stock, 2504 Biel/Bienne, 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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Biel/Bienne, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, Relationship Management, Sales Experience, Service Experience
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. The role welcomes career changers and emphasizes relational skills, rigor, and autonomy.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Montricher, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. Strong interpersonal skills, rigor, and autonomy are essential.
Coach financier/ère (junior) – mentoring at Convit GmbH
Paudex, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Sales Experience, Service Experience
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. Strong interpersonal skills, rigor, and autonomy are essential.
Coach financier/ère (junior) – mentoring at Convit GmbH
Ballens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Sales Experience, Service Experience
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. The role welcomes career changers and emphasizes relationship skills, rigor, 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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Mollens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, 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
Ecublens, 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.
Conseiller/ère 3a/3b (junior) – plans d'épargne at Convit GmbH
Sorvilier, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, 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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Erlach, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, 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 financier/ère (junior) – mentoring at Convit GmbH
Tolochenaz, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, 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 and autonomy.
Coach financier/ère (junior) – mentoring at Convit GmbH
Buchillon, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, Relationship Management
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 autonomy and relationship skills is required.
Coach financier/ère (junior) – mentoring at Convit GmbH
Pampigny, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Crm Documentation, Portfolio Development, Financial Planning, Mentoring, Coaching, Sales Experience, Relationship Management, 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 and autonomy.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Crissier, Vaud, 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 and autonomy.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Biel/Bienne, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, 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.
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.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Assens, 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.
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
Gals, 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, along with strong interpersonal skills and autonomy.
Berater Vermögensaufbau (Teilzeit/Nebenjob) · 10–60 % · Homeoffice at Convit GmbH
Wichtrach, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Plans, Retirement Funds
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 (Teilzeit) · 10–60 % · Homeoffice at Convit GmbH
Dintikon, Aargau, 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.