Berater Vermögensaufbau (Homeoffice möglich) · Flexible Arbeitszeiten
Convit GmbHLucerne, Switzerland
Posted April 1, 2026
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
Entry into financial and pension consulting - focus on 3a/3b, ETF savings plans, pension funds, and budget planning. No classic 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 customer relationships, generate recommendations, and secure follow-ups
Benefits
- Free VBV training
- Modern consulting tools
- Strong backoffice & mentoring
- Flexible working hours, homeoffice/hybrid
- Clear career path (Junior â Senior â Teamlead)
- Annual 5-star trip for top performers