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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.
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.
Consultant Finanzen & Vorsorge (Quereinstieg möglich) · Festanstellung at Convit GmbH
Bülach, 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 to apply even without prior experience in finance, but experience in sales or service is advantageous. A self-directed work style and reliable CRM management are important.
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 Finanzen & Vorsorge (Teilzeit/Nebenjob) · Festanstellung at Convit GmbH
Lenzburg, 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.
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
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.
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 Finanzen & Vorsorge (Quereinstieg möglich) · Karrierewechsel wil at Convit GmbH
Kloten, Zurich, 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.
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 Finanzen & Vorsorge (Teilzeit/Nebenjob) · Karrierewechsel willko at Convit GmbH
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates from other fields are welcome, and experience in sales or service is advantageous. A self-directed work style and reliable management of appointments and CRM 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.
Consultant Vermögensplanung (Junior) at Convit GmbH
Spreitenbach, Aargau, 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.
Consultant Vermögensplanung (Junior) · Mentoring & Tools at Convit GmbH
Pfäffikon, Zurich, Switzerland - Full Time
Skills Needed
Financial Planning, Consulting, Sales, Customer Service, Budgeting, Crm Management, Investment Strategies, Client Needs Analysis
Specialization
Candidates are welcome from other fields, with experience in sales or service being advantageous. A self-directed 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.
Spécialiste - ingénieur ou ingénieure en innovation – 80% à 100% at Hôpitaux Universitaires de Genève
Geneva, Geneva, Switzerland - Full Time
Skills Needed
Project Management, Innovation Methodology, Design Thinking, Prototyping, User Testing, Collaboration, Problem Analysis, Community Engagement, Workshop Facilitation, Stakeholder Management, Documentation, Strategic Planning, Adaptability, Communication, Organizational Skills, Creativity
Specialization
Candidates must hold a higher education degree and possess skills in project management and innovation methodology, along with relevant experience in a similar role. A strong interest in health innovation and proficiency in tools like design thinking and prototyping are also required.
Experience Required
Minimum 2 year(s)
Secrétaire à la Direction de l'immobilier - 90% at Hôpitaux Universitaires de Genève
Chêne-Bourg, Geneva, Switzerland - Full Time
Skills Needed
Administrative Support, Communication, Document Management, Meeting Coordination, Technical Writing, Data Entry, Time Management, Team Collaboration, Problem Solving, Attention To Detail, Software Proficiency, Record Keeping, Logistics Management, Customer Service, Process Improvement, Information Research
Specialization
Candidates should have a commercial employee certificate or equivalent and 3 to 5 years of experience in a similar role, preferably in a technical environment. Strong writing and oral communication skills in French, along with proficiency in office software, are essential.
Experience Required
Minimum 2 year(s)
Night Auditor (w/m/d) at Accor
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Customer Service, Night Audit, Cash Handling, Check In, Check Out, Security Patrols, Opera (Software), English Fluency, German Proficiency, Local Knowledge
Specialization
Candidates must have completed vocational training in the hotel industry and possess professional experience, along with fluent English and very good German language skills. Personality and character are valued highly, alongside technical skills like Opera proficiency and strong local knowledge with up-to-date city tips.
Experience Required
Minimum 2 year(s)
Director Science & Technology - Scientific Office DS at Novartis
Unterlangkampfen, Basel-City, Switzerland - Full Time
Skills Needed
Scientific Leadership, Problem Solving, Strategic Guidance, Scientific Advisor, Portfolio Oversight, Knowledge Flow, Root Cause Analyses, Governance, Stakeholder Management, Coaching, Mentoring, Innovation, Risk Assessment, Technology Transfer, Scientific Rigor, Judgment
Specialization
Candidates must possess an advanced degree (PhD preferred) in a relevant scientific discipline and extensive experience (15 years desirable) across the full development spectrum, demonstrating end-to-end thinking and risk-based guidance. Essential qualifications include cross-disciplinary breadth, strong networking abilities, excellent communication skills, and sound judgment regarding critical risks.
Experience Required
Minimum 10 year(s)
Junior Vorsorgeberater (Hybrid/Homeoffice) · Mentoring & Tools at Convit GmbH
Winterthur, Zurich, 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

Financial Consulting, Budget Planning, Client Needs Analysis, CRM Management, Sales Experience, Self-Management

Industry

IT Services and IT Consulting

Description
Junior Vorsorgeberater (Hybrid/Homeoffice) · Mentoring & Tools Quereinstieg in die Finanz- & Vorsorgeberatung – Fokus auf 3a/3b, ETF‑Sparpläne, Vorsorgefonds und Budgetplanung. Keine klassischen Versicherungsprodukte. Eckdaten: - Organisation/Department: Convit Central GmbH - Region (Kundengebiet): Winterthur, Schweiz - Convit Standort (nächstgelegen): Industriestrasse 46, CH-8152 Glattbrugg · Online/Hybrid möglich - Vertragsart: Festanstellung · Pensum: 10–100 % · Sprache: Deutsch (B2+) - Lohn: CHF 1500–7500/Monat OTE (Fixum + Boni; je nach Pensum & Leistung) - Kontakt: Recruiting@convit.ch Aufgaben: - Privat- und Geschäftskunden zu Vorsorge-, Spar- und Anlagelösungen beraten (z. B. 3a/3b, ETF‑Sparpläne, Vorsorgefonds). - Bedürfnisse analysieren, Finanzkonzepte & Angebote erstellen (ohne Versicherungen). - Online- & Vor-Ort‑Termine durchführen; Nachbearbeitung im CRM. - Bestand pflegen, Empfehlungen generieren und Follow-ups sichern. Profil: - Quereinsteiger willkommen; Erfahrung in Verkauf/Service von Vorteil. - Selbstständige Arbeitsweise; zuverlässige Termin- & CRM-Pflege. Wir bieten: - Kostenlose VBV-Ausbildung: Ausbildungskosten werden vollständig übernommen (VBV-Zertifizierung möglich). - Moderne Beratungstools, starkes Backoffice & Mentoring. - Flexible Arbeitszeiten, Homeoffice/Hybrid; klarer Karrierepfad (Junior → Senior → Teamlead). - Incentives: jährlicher 5‑Sterne‑Trip für Top‑Performer. Bewerbung: Bitte online bewerben – wir melden uns zeitnah. Hinweis: Keine Versicherungsberatung/‑produkte.
Responsibilities
The role involves advising private and business clients on financial and investment solutions, focusing on products like 3a/3b plans and ETF savings plans. Responsibilities also include analyzing client needs and maintaining client relationships through follow-ups.
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.
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.
Consultant Finanzen & Vorsorge (Quereinstieg möglich) · Festanstellung at Convit GmbH
Bülach, 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 to apply even without prior experience in finance, but experience in sales or service is advantageous. A self-directed work style and reliable CRM management are important.
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 Finanzen & Vorsorge (Teilzeit/Nebenjob) · Festanstellung at Convit GmbH
Lenzburg, 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.
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
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.
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 Finanzen & Vorsorge (Quereinstieg möglich) · Karrierewechsel wil at Convit GmbH
Kloten, Zurich, 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.
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 Finanzen & Vorsorge (Teilzeit/Nebenjob) · Karrierewechsel willko at Convit GmbH
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates from other fields are welcome, and experience in sales or service is advantageous. A self-directed work style and reliable management of appointments and CRM 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.
Consultant Vermögensplanung (Junior) at Convit GmbH
Spreitenbach, Aargau, 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.
Consultant Vermögensplanung (Junior) · Mentoring & Tools at Convit GmbH
Pfäffikon, Zurich, Switzerland - Full Time
Skills Needed
Financial Planning, Consulting, Sales, Customer Service, Budgeting, Crm Management, Investment Strategies, Client Needs Analysis
Specialization
Candidates are welcome from other fields, with experience in sales or service being advantageous. A self-directed 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.
Spécialiste - ingénieur ou ingénieure en innovation – 80% à 100% at Hôpitaux Universitaires de Genève
Geneva, Geneva, Switzerland - Full Time
Skills Needed
Project Management, Innovation Methodology, Design Thinking, Prototyping, User Testing, Collaboration, Problem Analysis, Community Engagement, Workshop Facilitation, Stakeholder Management, Documentation, Strategic Planning, Adaptability, Communication, Organizational Skills, Creativity
Specialization
Candidates must hold a higher education degree and possess skills in project management and innovation methodology, along with relevant experience in a similar role. A strong interest in health innovation and proficiency in tools like design thinking and prototyping are also required.
Experience Required
Minimum 2 year(s)
Secrétaire à la Direction de l'immobilier - 90% at Hôpitaux Universitaires de Genève
Chêne-Bourg, Geneva, Switzerland - Full Time
Skills Needed
Administrative Support, Communication, Document Management, Meeting Coordination, Technical Writing, Data Entry, Time Management, Team Collaboration, Problem Solving, Attention To Detail, Software Proficiency, Record Keeping, Logistics Management, Customer Service, Process Improvement, Information Research
Specialization
Candidates should have a commercial employee certificate or equivalent and 3 to 5 years of experience in a similar role, preferably in a technical environment. Strong writing and oral communication skills in French, along with proficiency in office software, are essential.
Experience Required
Minimum 2 year(s)
Night Auditor (w/m/d) at Accor
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Customer Service, Night Audit, Cash Handling, Check In, Check Out, Security Patrols, Opera (Software), English Fluency, German Proficiency, Local Knowledge
Specialization
Candidates must have completed vocational training in the hotel industry and possess professional experience, along with fluent English and very good German language skills. Personality and character are valued highly, alongside technical skills like Opera proficiency and strong local knowledge with up-to-date city tips.
Experience Required
Minimum 2 year(s)
Director Science & Technology - Scientific Office DS at Novartis
Unterlangkampfen, Basel-City, Switzerland - Full Time
Skills Needed
Scientific Leadership, Problem Solving, Strategic Guidance, Scientific Advisor, Portfolio Oversight, Knowledge Flow, Root Cause Analyses, Governance, Stakeholder Management, Coaching, Mentoring, Innovation, Risk Assessment, Technology Transfer, Scientific Rigor, Judgment
Specialization
Candidates must possess an advanced degree (PhD preferred) in a relevant scientific discipline and extensive experience (15 years desirable) across the full development spectrum, demonstrating end-to-end thinking and risk-based guidance. Essential qualifications include cross-disciplinary breadth, strong networking abilities, excellent communication skills, and sound judgment regarding critical risks.
Experience Required
Minimum 10 year(s)
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