Albedis
Zürich
Senior Finance & Pension Consultant (m/f/d)
- 10 November 2026
- 100%
- Permanent position
- Zürich
About the job
Company Description? Switzerland | Remote / Home Office | Headquarters Western Switzerland
Utilise your experience in financial and pension consulting - with entrepreneurial freedom, high flexibility, and attractive earning opportunities.
For our client, an innovative and growth-oriented Swiss corporate group in the field of financial services, pension and retirement planning, we are seeking an experienced, customer-oriented, and sales-strong personality.
Our client specialises in advising and brokering pension solutions, particularly in the area of vested benefits and retirement planning. Additionally, the company is active in mortgage brokerage.
With an established digital platform, a broad customer base, and modern technological solutions, the company combines personal financial advice with innovative services.
In the course of further growth, we are looking for a committed individual who wishes to contribute their solid experience in financial and pension consulting and competently and long-term support customers in the German and Western Switzerland regions.
Job Description? Your tasks - independent consulting and sustainable customer care
- Comprehensive pension advice: You provide private clients with comprehensive advice in the areas of retirement planning, occupational pension schemes, and individual financial planning.
- Individual pension solutions: You analyse the financial and personal situation of your clients and develop tailored solutions, especially for the investment of pension capital from the 2nd pillar.
- Independent customer care: You manage your own client portfolio, build long-term customer relationships, and support your clients in important financial decisions.
- Qualified customer contacts: You benefit from already existing, qualified prospects. Customer appointments are coordinated by an internal customer service and take place personally or digitally.
- Sales responsibility: You identify customer needs, develop suitable consulting solutions, and actively contribute to sustainable business success.
- Professional consulting quality: You ensure transparent, customer-oriented, and regulatory-compliant advice.
? Your profile - experienced, strong in consulting, and bilingual
- Several years of demonstrably successful experience in financial consulting, pension planning, or sales of financial services.
- Sound knowledge of the Swiss pension landscape, especially the 2nd pillar, vested benefits solutions, and retirement planning.
- Recognised qualification in financial consulting, for example IAF, AZEK, SAQ, CFP, or an equivalent education.
- Knowledge of regulatory requirements according to FIDLEG or willingness to acquire the necessary certificates before starting the position.
- Very good French skills are mandatory, as you will work closely with the headquarters in Western Switzerland and also serve French-speaking clients.
- Very good German skills for advising clients in German-speaking Switzerland.
- Experience in banking, insurance, or independent financial consulting environment is an advantage.
- Strong customer orientation, consulting competence, and closing strength.
- Independent, structured, and reliable working style as well as entrepreneurial thinking.
? What awaits you - attractive conditions and plenty of freedom
Remote work and high flexibility
You can perform your activities largely from home office or remotely. Personal client appointments as well as occasional presence appointments at the headquarters in Western Switzerland are part of the role. You largely organise your agenda independently.
Attractive remuneration package
You benefit from an attractive fixed salary as well as performance-based commissions that appropriately reward your personal achievements.
Qualified customer contacts
You gain access to an existing pool of qualified prospects. Appointment scheduling is supported by an internal customer service, allowing you to focus on your core competence - professional consulting.
Professional infrastructure
A modern CRM system, digital consulting and reporting tools, as well as efficient administrative support facilitate your daily work.
Development prospects
You take on a responsible senior role in an innovative, growing company and benefit from long-term professional prospects.
Additional benefits
- 5 weeks holiday
- Company car or mileage allowance
- Company laptop and mobile phone
- Permanent employment contract
- Modern working conditions with high personal responsibility
- Long-term prospects in a growing Swiss company
? Ready for the next step in your consulting career?
You have solid experience in financial and pension consulting, appreciate direct customer contact, and want to bring your expertise into a modern, dynamic environment?
You are looking for a position that offers you responsibility, flexible working conditions, and attractive earning opportunities?
Then we look forward to getting to know you.
As the appointed recruitment consultancy, we exclusively accompany this search mandate and treat your application with the utmost discretion.
Please send us your CV along with details of your relevant qualifications. We will be happy to inform you in a personal conversation about the company, the position, and further development opportunities. lukas.steiner@albedis.ch or 044.210.40.20
