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Pension Advisor, VBV Qualification an Asset
Convit GmbH. Analyze clients’ pension and retirement planning needs and prepare meeting files .
Posted 10/28/2026full-timeBiel/Bienne • SwitzerlandMid-LevelSenior💰 CHF 1,500 - CHF 7,500 per monthWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in pension and retirement planning, with strong interpersonal skills and meticulous case management. Proficient in conducting advisory meetings and managing client relationships effectively.
Highest-signal resume keywords
Pension PlanningRetirement PlanningFrench Language Proficiency (B2 Level)Interpersonal SkillsCase Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Pension PlanningRetirement PlanningAdvisory ActivitiesDocument Management
Soft Skills
Interpersonal SkillsActive ListeningTeam-Oriented Approach
Certifications & Qualifications
VBV Qualification (Life Profile)
Industry Keywords
Financial MattersClient AppointmentsAdministrative Follow-UpTraining Sessions
About the role
Key responsibilities & impact- Analyze clients’ pension and retirement planning needs and prepare meeting files
- Conduct advisory meetings within the approved scope
- Handle administrative follow-up and document advisory activities
- Develop expertise in pension and retirement planning
- Participate in client appointments in the assigned region
- Attend training sessions and team days at the Biel/Bienne site
Requirements
What you’ll need- French at B2 level or higher
- A VBV qualification, at least in the Life profile, is an asset but is not required to start
- Candidates without a qualification must be willing to undergo training and obtain the necessary qualifications
- Advisory and intermediary activities may begin only once the applicable requirements have been met and internal authorization has been obtained
- Strong interpersonal skills and active listening ability
- Strong interest in financial matters and pension and retirement planning
- Meticulous case management and a strong team-oriented approach
- Candidates residing abroad must have a valid work permit for this position
Benefits
Comp & perks- Structured onboarding and regular interaction with experienced colleagues
- A clear learning pathway with practical support
- Digital tools and clear processes for preparing client files
- Hybrid working model with the possibility of partial remote work
- Free preparation course for the VBV admission examination
- Convit covers the course fees