Consulente finanziario (Homeoffice) entrata laterale, strumenti e mentoring — Convit Holding GmbH

Full description

Financial Consultant (Homeoffice) Lateral Entry, Tools and Mentoring

Entry into financial and pension consulting with a focus on 3a/3b, ETF savings plans, pension funds and budget planning.

Key information

• Organization: Convit Holding GmbH

• Headquarters: Via al Mulino 22a, 6814 Cadempino

• Area of insertion: Menaggio

• Contract: indefinite time

· Occupation level: 10–100 %

• Language: Italian (B2+) or German (B2+)

• Salary: CHF 1500–7500/month OTE (fixed + bonus, based on workload and performance)

• Contact: [email protected]

Activities

• Financial consulting for private clients on pension finance, savings and investment solutions.

• Analysis of needs, preparation of financial concepts and support during appointments.

• Administrative management of files, follow-up and accurate updating of CRM.

• Collaboration with the team and continuous development of consulting skills.

Training

• Free internal training.

• Possibility of obtaining the VBV certification without costs.

• Position suitable for people entering laterally.

Profile

• Interest in pension, personal finance and customer contact.

• Reliable, precise and service-oriented way of working.

• Availability to work in a hybrid/Homeoffice mode depending on the function.

Geographic requirement

• Only applications from the Ticino region or nearby border areas compatible with the Cadempino location will be considered.

• For applications from Italy, a valid border status and regular G permit are strictly required.

• Applications without a valid border status will not be considered if from Italy.

Application: Send your online application; we will get back to you quickly.