Pension Planning Advisor – VBV Qualification, Hybrid

Convit GmbH

. Gather information and analyse clients’ pension planning needs .

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in pension planning analysis and client advisory processes, with a strong emphasis on interpersonal communication and a commitment to continuous learning and improvement.

Highest-signal resume keywords

Pension Planning AnalysisClient Advisory ProcessesFrench Language Proficiency (B2 Level)Interpersonal SkillsService-Oriented Approach

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Strong Interpersonal SkillsExcellent Listening SkillsClear Communication

Certifications & Qualifications

VBV Qualification (Life Profile)

Industry Keywords

Advisory ActivitiesIntermediary ActivitiesClient AppointmentsTraining and QualificationsWork Permit Eligibility

About the role

Key responsibilities & impact

Gather information and analyse clients’ pension planning needs
Prepare advisory files in accordance with established processes
Participate in consultations as part of approved stages
Attend client appointments in the candidate’s region
Follow a learning pathway with step-by-step practical support

Requirements

What you’ll need

French at B2 level or higher
A VBV qualification, at least in the Life profile, is an advantage but not required to start
Candidates without a qualification must be willing to undertake training and obtain the required qualifications
Advisory and intermediary activities may only begin once the applicable requirements have been met and internal approval has been obtained
Strong interpersonal skills and the ability to communicate clearly
Excellent listening skills and a service-oriented approach
A continuous desire to learn and improve every day
Candidates residing abroad must have their work permit eligibility verified

Benefits

Comp & perks

Training and team days
Structured onboarding and regular interaction with experienced colleagues
Digital tools and clearly defined processes
Clear learning pathway with step-by-step practical support
Hybrid working model with the possibility of partial remote work
Free preparation course for the VBV admission examination
Convit covers the course fees