Consulente clienti privati finanza (junior) Homeoffice/Ibrido — Convit Holding GmbH

Full description

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

• Organization: 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)
• Contact: [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).

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.
• We do not consider applications without a G status.

Application: Send your application online – quick response.

Note: No sale of insurance products.