Pension Advisory Consultant – Career Change, Hybrid

Convit GmbH

. Learn the fundamentals of pension planning and undertake active training .

Posted 10/28/2026full-timeIpsach • 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 accuracy in maintaining files while effectively communicating and engaging with clients. Committed to learning and obtaining necessary qualifications in pension planning through active training and examination.

Highest-signal resume keywords

French Language Proficiency (B2 Level)Strong Interpersonal SkillsOrganizational SkillsWillingness to LearnCompliance with Qualification Requirements

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Interpersonal SkillsAbility to Communicate ClearlyMotivation to LearnGood Organizational Skills

Industry Keywords

Pension PlanningAdvisory MeetingsTraining SessionsClient MeetingsAnalysis Files

About the role

Key responsibilities & impact

Learn the fundamentals of pension planning and undertake active training
Provide organizational support and prepare analysis files
Conduct advisory meetings following internal approval and successful examination
Participate in a learning pathway with practical guidance
Attend client meetings in your region
Take part in training sessions and team days in Biel/Bienne

Requirements

What you’ll need

French at B2 level or higher
No prior experience required
No prior VBV qualification required to begin the program
Willingness to undertake training and obtain the necessary qualifications
Successful completion of the relevant examination and compliance with applicable requirements to obtain the qualification
Work permit required if residing abroad
Strong interpersonal skills and ability to communicate clearly
Motivation to learn and acquire new knowledge
Good organizational skills and accuracy in maintaining files

Benefits

Comp & perks

Convit covers the cost of the VBV admission exam preparation course
Internal training and personal mentoring
Clear learning pathway with practical guidance
Digital tools and clear processes for day-to-day work
Hybrid working model with the option of partial remote work
Client meetings in the region
Training sessions and team days at the Biel/Bienne site