Investment advice & social security (side entrance) indefinite time — Convit Holding GmbH
NewCHF 59'000 - 90'500
Convit Holding GmbH · Bellinzona (TI)
- Location
- Bellinzona
- Contract
- other
- Posted
- Yesterday
SalaryCHF 59'000 - 90'500
Role overview
Investment advice & social security (side entrance) indefinite time Lateral entry into Finance & Security consultancy – without sale of insurance products.
Focus on 3a/3b, investment plans/ ETFs, social security funds and budgeting. Key points:
- Investment advice & social security (side entrance) indefinite time Lateral entry into Finance & Security consultancy – without sale of insurance products.
- Focus on 3a/3b, investment plans/ ETFs, social security funds and budgeting. Key points:
Application process
- We do not consider applications without status of Grenzgänger (allowed G).
- Application: Send the question online – quick answer.
Contacts
- Recruiting@convit.ch Free VBV training:
- VBV training included and free; after the route you get the VBV certification.
- Also suitable for career/side entrance changes (without experience). Liability:
- Advice to private customers/ SMEs on social security, savings & 3a/3b solutions (without insurance).
- Analysis of needs, creation of financial concepts and follow-up in CRM.
- Online appointments and in presence; pipeline management and recommendations. Profile:
- Customer orientation, clear communication, commercial attitude and desire to learn.
- Preferable experience for sale/service; not obligatory. We offer:
- Remunerated internal training, continuous mentoring, modern tools and strong backoffice.
- Oral flexibility, Homeoffice/hybrid, clear career path (Junior → Senior → Teamlead).
Company and context
- Convit International GmbH See: Bellinzona, Switzerland (TI) Homeoffice/hybrid possible Contract: Undetermined time Grade: 10–100 % Language: IT (B2+ )
- Salario: CHF 1500–7500/month OTE (fix + bonus; grade & performance)
Additional details
- Focus on 3a/3b, investment plans/ ETFs, social security funds and budgeting. Organization: Convit International GmbH See: Bellinzona, Switzerland (TI) Homeoffice/hybrid possible Contract: Undetermined time
- Contact: Recruiting@convit.ch Free VBV training:
- Also suitable for career/side entrance changes (without experience).
- Online appointments and in presence; pipeline management and recommendations.
- Preferable experience for sale/service; not obligatory.
- Incentives: 5‐stelle annual trip for Top Performer. Requisite Grenzgänger (frontier):
- Note: No sale of insurance products.
Notes and original content
- No sale of insurance products.
- Focus on 3a/3b, investment plans/ ETFs, social security funds and budgeting.
- Key points:
- Organization: Convit International GmbH
- See: Bellinzona, Switzerland (TI)
- Homeoffice/hybrid possible
- Contract: Undetermined time
- Grade: 10–100 %
- Language: IT (B2+ )
- Incentives: 5‐stelle annual trip for Top Performer.
