Conseiller financier régional Lausanne
Convit GmbHBern, Switzerland
Posted May 6, 2026
180000 - 900000 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
Regional Financial Advisor Lausanne: advising individuals on private providence, savings, financial planning, and 3a/3b solutions. Analyzing needs, preparing adapted proposals, and ensuring CRM file tracking.
Requirements
- Sales experience
- Customer service experience
- Counseling experience
- Social skills
- Discipline
- Sense of contact
- Motivation to learn
- Marked interest in personal finance, providence, and trust relationships
Benefits
- Free internal training on the basics of financial counseling and providence
- Free opportunity to take the VBV training and obtain a VBV certification
- Mentoring
- Modern digital tools
- Structured environment
- Career prospects
- Homeoffice/hybrid
- Flexible hours