Rapperswil-Jona
Associate Consultant & Relationship Manager (m/f/d) 100%
- 28 October 2026
- 100%
- Permanent position
- German (Native language), French (Intermediate), English (Intermediate)
About the job
We at Swiss Life Wealth Managers are a growing and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our clients in all matters relating to private finances and asset management. Our aim is to advise them holistically, independent of product interests, and to offer them solutions tailored individually to their needs. This enables them to make the right decisions for a financially confident future independently and to realise their goals.With us, you can expect an uncomplicated corporate culture, a hands-on mindset, flat hierarchies and exciting development opportunities. Are you ready for the challenge?
Associate Consultant & Relationship Manager (m/f/d) 100%
Live your ambitions
Rapperswil-Jona
Swiss Life Wealth Management AG
Embrace versatility
Your area of responsibility
- Together with our experienced advisors, you develop comprehensive and objective wealth plans for our demanding clients
- You analyse individual client situations, prepare well-founded client documentation and present your results professionally and convincingly
- A customised investment concept, an individual financial plan, a suitable mortgage strategy or a tax optimisation concept – does that require a lot of expertise? Exactly, which is why we train you on and off the job to become a Wealth Planner
- After successfully completing the federal diploma as a financial planner, you will independently take on client responsibility and accompany long-term client relationships
Realise potential
Your strengths
- You have a university degree (Uni/FH) and are interested in holistic asset management with a long-term advisory approach
- With commitment, initiative and team spirit, you want to actively make a difference and help shape further development
- You consistently place the needs of our clients at the centre and convince with a responsible way of working
- Flexibility and openness characterise you
- You communicate confidently in German (native language); English and other national languages are a plus and ideally complete your profile
Your contact
Petra Bärtsch
Talent Acquisition Partner
About Swiss Life Wealth Managers
Swiss Life Wealth Managers offers discerning private individuals reliable guidance through all financial questions – whether it is about private pension provision, financial planning or asset management.
For recruitment agencies
Swiss Life does not accept unsolicited application dossiers from recruitment agencies for this position. Only applications submitted after prior agreement via the Recruitment Agency Portal will be considered.
Any responsibility for unsolicited applications and any fees/costs incurred is expressly disclaimed. Thank you for your understanding.
