Private Client Finance Consultant (Junior) Homeoffice/Ibrido — Convit Holding GmbH
- Location
- Bellinzona
- Contract
- other
- Posted
- 48 days ago
Role overview
Private Client Finance Consultant (Junior) Homeoffice/Ibrido
Join our Finance & Pension Consulting team without selling insurance products.
Focus on 3a/3b, investment plans/ETF, pension funds, and budgeting. Key Points:
- Private Client Finance Consultant (Junior) Homeoffice/Ibrido
- Join our Finance & Pension Consulting team without selling insurance products.
- Consulting private clients/PMI on pensions, savings & 3a/3b solutions (without insurance).
- Needs analysis, creation of financial concepts, and CRM follow-up.
Main responsibilities
- Consulting private clients/PMI on pensions, savings & 3a/3b solutions (without insurance).
- Needs analysis, creation of financial concepts, and CRM follow-up.
- Online and in-person appointments; pipeline management and recommendations. Profile:
- Client-oriented, clear communication, commercial attitude, and willingness to learn.
- Preferable experience in sales/service; not mandatory. We Offer:
- Paid internal training, continuous mentoring, modern tools, and strong backoffice support.
- Flexible working hours, Homeoffice/ibrido, clear career path (Junior → Senior → Teamlead).
- Incentives: 5-star annual trip for Top Performers. Border Crossing (Frontalieri) Requirement:
- Mandatory G (Grenzgänger-Ausweis) for frontalieri candidates who reside in Italy.
Application process
- We do not consider applications without a G status.
- Application: Send your application online – quick response.
Contacts
- [email protected] Free VBV Training:
- Free VBV training included; after completing the course, you will obtain the VBV certification.
- Suitable for career changes/late entry (without experience).
Company and context
- Convit International GmbH Location: Carouge TI, Switzerland (TI) Homeoffice/ibrido possible Contract: Indeterminate Grade: 10–100 % Language: IT (B2+)
- Salary: CHF 1500–7500/month OTE (fixed + bonus; based on grade & performance)
Additional details
- Focus on 3a/3b, investment plans/ETF, pension funds, and budgeting. Organization: Convit International GmbH Location: Carouge TI, Switzerland (TI) Homeoffice/ibrido possible Contract: Indeterminate
- Contact: [email protected]
- Online and in-person appointments; pipeline management and recommendations.
- Preferable experience in sales/service; not mandatory.
- Incentives: 5-star annual trip for Top Performers. Border Crossing (Frontalieri) Requirement:
- Note: No sale of insurance products.
Notes and original content
- No sale of insurance products.
- Focus on 3a/3b, investment plans/ETF, pension funds, and budgeting.
- Key Points:
- Organization: Convit International GmbH
- Location: Carouge TI, Switzerland (TI)
- Homeoffice/ibrido possible
- Contract: Indeterminate
- Grade: 10–100 %
- Language: IT (B2+)
- Free VBV Training:
Questions about this listing
What salary does Convit Holding GmbH offer for this role?
Convit Holding GmbH lists CHF 59'500 - 104'000 gross per year for this position in Bellinzona. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Convit Holding GmbH offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Convit Holding GmbH during the application process, since these details can vary by role even within the same contract category.
Do I need the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes, if you are resident in Italy within the 20 km border zone. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks, then automatic yearly renewal for as long as the employment continues. Weekly return to your Italian home is required to keep the status.
How do I apply for this position at Convit Holding GmbH?
Use the "Apply now" button on this page — it links directly to Convit Holding GmbH's original listing at careers-page.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
