Conseiller/ère en planification financière (junior) – mentoring
Convit GmbHSwitzerland • Vaud, Switzerland
Posted May 16, 2026
18000 - 90000 CHF
Full Time
About the Company
Convit GmbH, founded in 2015 as a spin‑off of Fraunhofer IAIS, delivers cloud‑based newsroom software that unifies and qualifies data across media organizations worldwide. Its flagship product, Newsmind Stories, enables cross‑media collaboration and data‑driven editorial workflows through big‑data analytics and AI. The company builds digital assistants for broadcasters and publishers, boosting content reach and operational efficiency. Convit’s 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
Join our team in financial planning and foresight, focusing on 3a/3b solutions, savings plans, pension funds, and budget optimization. The role is open to frontier workers with a valid G permit. The position involves analyzing clients' needs, proposing savings/pension plans, and developing the portfolio via recommendations and follow-up.
Requirements
- Frontier worker with a valid G permit
- Experience in sales/service is a plus
- Relational sense, rigor, autonomy
Benefits
- Free VBV training
- Telecommuting/Hybrid possible according to activity
- Flexible hours
- Career trajectory (junior → senior)