Prevision Advisor

Convit GmbH

. Complete the training program and prepare for the qualification stages .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates strong communication skills and a people-oriented approach while providing independent advice in private pension planning. Committed to structured working methods and teamwork, with a willingness to learn and obtain necessary qualifications.

Highest-signal resume keywords

French Language Proficiency (B2 Level)Private Pension PlanningStrong Communication SkillsWillingness to LearnTeam-Oriented Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Communication SkillsPeople-Oriented ApproachStructured Working MethodWillingness to Learn

Industry Keywords

Occupational Pension PlanningPrivate Pension PlanningAdvisory ActivitiesIntermediary ActivitiesQualification Stages

About the role

Key responsibilities & impact

Complete the training program and prepare for the qualification stages
Assist with organizing and preparing occupational and private pension planning files
Provide advice independently after qualification and internal approval
Participate in client meetings in your region
Participate in training sessions and team days at the Biel/Bienne site

Requirements

What you’ll need

French at B2 level or above
No prior VBV qualification is required to begin the program
Willingness to undertake training and obtain the required qualifications
Advisory and intermediary activities may only begin once the applicable requirements have been met and internal authorization has been granted
Strong communication skills and a people-oriented approach
Willingness to learn and an interest in private pension planning
Structured working method and team-oriented mindset
If residing abroad, a work permit valid for this position is required and will be reviewed on an individual basis
Successful completion of the relevant examination and compliance with the applicable requirements to obtain the qualification

Benefits

Comp & perks

Training and team days
The VBV admission exam preparation course is free of charge for you
Convit covers the course fees
Structured onboarding and collaboration with experienced colleagues
Clear learning pathway with practical support
Digital tools and clearly defined processes
Hybrid working model with the option of partial remote work