Privatkundenberater (Homeoffice möglich) · Mentoring & Tools
Convit GmbHAargau, 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
Private Customer Advisor for financial & pension consulting with a focus on 3a/3b, ETF savings plans, pension funds, and budget planning. No classical insurance products. A full-time employment opportunity with flexible working hours, home office/hybrid options, and a clear career path.
Requirements
- Needs analysis, financial concepts & offers to be created (without insurance)
- Conduct online & on-site appointments, follow-up work in CRM
- Maintain portfolio, generate recommendations & secure follow-ups
Benefits
- Flexible working hours
- Home office/hybrid
- Clear career path (Junior â Senior â Teamlead)
- Annual 5-Star trip for top performers