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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.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Fey, Vaud, Switzerland - Full Time
Skills Needed
Customer Service, Financial Planning, Budget Optimization, Crm Documentation, Client Needs Analysis, Portfolio Development
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
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
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
Tavannes, 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 possess a valid G permit and have strong interpersonal skills.
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.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Bremblens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. Strong interpersonal skills, autonomy, and rigor are essential.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Aubonne, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
Specialization
Candidates should 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 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.
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.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Saint-Sulpice, 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 en ligne (finance) – hybride 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: Saint-Sulpice (VD), 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
The role involves analyzing client needs and proposing savings and insurance plans. It also includes conducting meetings and ensuring follow-up and documentation.
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.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Fey, Vaud, Switzerland - Full Time
Skills Needed
Customer Service, Financial Planning, Budget Optimization, Crm Documentation, Client Needs Analysis, Portfolio Development
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
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
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
Tavannes, 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 possess a valid G permit and have strong interpersonal skills.
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.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Bremblens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. Strong interpersonal skills, autonomy, and rigor are essential.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Aubonne, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
Specialization
Candidates should 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 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.
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.