Convit GmbH

Advisor

• 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

Explore Pension Advisor, VBV Qualification an Asset at Convit GmbH. Review requirements and application details.

Pension Advisor, VBV Qualification an Asset

Financial Planning and Analysis

• Complete the training program and acquire foundational knowledge of the field
• Support the team with preparing and following up on client files
• Conduct advisory meetings after qualification and approval
• Participate in client appointments in your region
• Attend training and participate in team days at the Biel/Bienne site

Explore Client Advisor – Insurance & Financial Planning at Convit GmbH. Review requirements and application details.

Client Advisor – Insurance & Financial Planning

Benefits Advisor

• Analyze clients’ pension and benefits situations and prepare information dossiers
• Develop tailored pension and benefits concepts within the approved framework
• Carefully document consultations using digital tools
• Participate in a learning program with practical guidance
• Attend client appointments in the region
• Participate in training sessions and team days at the Biel/Bienne site

Explore Pension and Benefits Advisor, Training Provided at Convit GmbH. Review requirements and application details.

Open roles

Pension Advisor, VBV Qualification an Asset

Client Advisor – Insurance & Financial Planning

Pension and Benefits Advisor, Training Provided