Client Advisor, Pension Planning and Finance

Convit GmbH

. Learn the fundamentals of pension planning and the industry .

Posted 10/28/2026full-timeCortébert • SwitzerlandMid-LevelSenior💰 CHF 1,500 - CHF 7,500 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational skills and attention to detail while progressing toward providing financial and pension planning advice. Capable of effective communication in French at B2 level or higher and committed to obtaining necessary qualifications for advisory roles.

Highest-signal resume keywords

French Language Proficiency (B2 Level)Pension Planning FundamentalsFinancial Advisory SkillsStrong Organizational SkillsVerbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pension PlanningFinancial AdviceClient File PreparationAdministrative Follow-UpVBV Qualification Preparation

Soft Skills

Attention To DetailEagerness To LearnMotivation To ProgressConfident Communication

Certifications & Qualifications

VBV Admission Examination

Industry Keywords

Advisory ActivitiesIntermediary ActivitiesClient MeetingsInternal TrainingMentoring

About the role

Key responsibilities & impact

Learn the fundamentals of pension planning and the industry
Support the preparation and administrative follow-up of client files
Participate in internal training sessions and mentoring meetings
Progress toward providing financial advice and pension planning advice
Participate in client meetings in your region
Obtain the required qualification by passing the VBV admission examination and meeting the applicable requirements

Requirements

What you’ll need

French at B2 level or higher
No prior VBV qualification is required to begin the program
Willingness to complete training and obtain the necessary qualifications
Advisory and intermediary activities may begin only after the applicable requirements have been met and internal authorization has been granted
Confident verbal and written communication skills
Strong organizational skills, attention to detail, and eagerness to learn
Motivation to progress toward working independently in an advisory role
If residing abroad, the required work authorization must be verified on an individual basis

Benefits

Comp & perks

A clear learning pathway with practical support
In-house training and day-to-day personal mentoring
Digital tools and clear processes for documenting client files
Hybrid work model with the option for partial remote work
Free preparation course for the VBV admission examination
Convit covers the course fees