Berater Budget & Planung (Quereinstieg möglich)
Convit GmbHZurich, Zurich, Switzerland
Posted April 1, 2026
18000 - 90000 CHF
Full Time
About the Company
Convit Central GmbH is a financial and pension consulting company.
Job Description
Entry-level position in financial and pension consulting, focusing on 3a/3b, ETF savings plans, and pension funds. No classical insurance products. Advantages include free training, modern consulting tools, and flexible working hours.
Requirements
- Advising private and business customers on pension, savings, and investment solutions
- Analyzing needs and creating financial concepts & offers (without insurance)
- Conducting online & on-site appointments and follow-up in CRM
- Maintaining customer base, generating recommendations, and securing follow-ups
Benefits
- Free VBV training
- Modern consulting tools
- Strong back office & mentoring
- Flexible working hours
- Home office/hybrid
- Clear career path
- Incentives: Annual 5-star trip for top performers