Financial and Pension Advisor

About the job

Who we are

smzh is an independent financial service provider that offers its clients comprehensive, transparent, and sustainable advice on finance & investments, pensions & insurance, mortgages & real estate, as well as taxes & law.

We are an established and fast-growing financial services company seeking a motivated financial and pension advisor in the financial services sector to support our vision and growth plans.

What you do

• Needs-oriented and professional advice to clients in the financial and pension sector
• Acquisition of clients and building a client base
• Representation of our company at events and in direct client contact
• Management and servicing of your own client portfolio through regular client visits and personal care

What you bring

• Completed vocational training (commercial basic training) with 2 to 3 years of experience as an advisor in finance, insurance, or pensions is an advantage
• Insurance intermediary VBV All Branches is an advantage
• Very good German skills (additional language skills are an advantage)
• Winning personality, high commitment
• Independent, dedicated, and goal-oriented working style
• Very good IT skills (MS Office)

What to expect

• An entrepreneurial and success-oriented working environment
• Attractive remuneration and employment conditions
• Access to existing partnerships with banks, insurance companies, asset managers, pension funds, fiduciary and tax experts, as well as real estate companies
• Company car
• Free access to exclusive event and sports occasions
• Modern office premises in the heart of Zurich
• Exciting career opportunities and support for external training