Conseiller financier régional Genève
Convit GmbHBern, Switzerland
Posted May 6, 2026
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
Regional Financial Advisor Geneva: advising individuals on private provision, savings, financial planning, and 3a/3b solutions, with a focus on ETF savings plans and retirement planning.
Requirements
- Experience in sales, customer service, or consulting is an asset
- Good relational skills, discipline, sense of contact, and motivation to learn
- Strong interest in personal finance, provision, and trust-based relationships
Benefits
- Free internal training on the basics of financial advice and provision
- Possibility to complete the VBV training free of charge and obtain a VBV certification
- Mentoring, modern digital tools, structured environment, and career development opportunities