Berater Finanzstrategie (Quereinstieg möglich) · OTE bis 7'500 CHF
Convit GmbHZurich, Switzerland
Posted April 1, 2026
18000 - 90000 CHF
Full Time
About the Company
Convit GmbH, founded in 2015 as a spinâoff of Fraunhofer IAIS, delivers cloudâbased newsroom software that unifies and qualifies data across media organizations worldwide. Its flagship product, Newsmind Stories, enables crossâmedia collaboration and dataâdriven editorial workflows through bigâdata analytics and AI. The company builds digital assistants for broadcasters and publishers, boosting content reach and operational efficiency. Convitâs agile team of developers, architects, UX designers and AI specialists works closely with clients to automate processes and embed AI into everyday journalism.
Job Description
Quereinstieg into financial and pension consulting focusing on 3a/3b, ETF savings plans, pension funds, and budget planning without classical insurance products.
Requirements
- Advise private and business customers on pension, savings, and investment solutions.
- Analyze needs, create financial concepts & offers (without insurance).
- Conduct online & on-site appointments; follow-up in CRM.
- Maintain client relationships, generate recommendations, and secure follow-ups.
Benefits
- Free VBV training
- Modern consulting tools, strong back office & mentoring
- Flexible working hours, home office/hybrid; clear career path (Junior â Senior â Teamlead)
- Incentives: annual 5-star trip for top performers