Specialist Financial Consulting Service Center (m/f/d) 80 - 100%

Zug

Key information

Publication date:01 November 2025
Workload:80 – 100%
Place of work:Zug

Job summary

Join Swiss Life Select as a key contact for advisors in French and German. Enjoy a collaborative work environment with great benefits.

Tasks

Provide administrative support for investment and pension advisors.
Process client orders for our banking and pension partners.
Contribute to the continuous development of our processes.

Skills

Must have excellent French and German language skills.
Commercial education with experience in financial services.
Strong knowledge in pensions, insurance, and investments.

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Your area of responsibility

You are the central contact person for Swiss Life Select advisors in French and German
Administrative support for advisors, the service center, and the bank in the investment and pension area are among your core tasks
You are responsible for processing customer orders for our banking and pension partners
You actively contribute to the further development of our processes

Your strengths

You must have excellent spoken and written French and German skills
You can demonstrate a commercial basic education or equivalent qualification with several years of experience in the financial services industry, with a focus on investment
Expertise in the areas of pensions, insurance, and capital investments is present
You maintain a professional approach with various stakeholders
Service orientation, communication, as well as an independent, solution-oriented, and efficient working style suit you
Even in turbulent times, you stand out through high personal responsibility and resilience

Market-oriented base salary
In addition to the annual salary, a bonus may be paid depending on company success and individual performance
Between 25 and 30 vacation days
Recognition of service anniversaries every five years
Flexible working models
Mobile office
Time-out models
Flexible working models 58+
Internal training offers
Support for external education and training

About Swiss Life

With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives financially independently.