Customer Advisor (m/f/d) Insurance Region Rapperswil-Jona / See-Gaster Part-time/Full-time

08 April 2026
100%
Rapperswil

Job summary

Our client is an established wealth management firm in Zug, specializing in customized services for discerning clients. This role offers a dynamic work environment with significant growth opportunities.

Tasks

Lead strategic development and drive sustainable growth.
Manage a skilled team and execute diverse product strategies.
Acquire and serve a wealthy, international clientele effectively.

Skills

Extensive banking experience, especially in private banking, is essential.
Strong leadership and team management skills are required.
Excellent client relationship management and discretion skills.

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About the job

Our client is an established and internationally oriented asset management company based in Zug, specializing with pronounced competence and discretion in the tailored support of demanding private clients. In the course of sustainable, dynamic growth, we are looking on behalf of the management for the Zug location for an entrepreneurial, engaging, and strong leadership personality as

Managing Director of Asset Management

Your task:

In this prominent key position, you will shape the strategic further development of the company together with a well-coordinated, highly qualified team and set sustainable impulses for the future. Your leadership qualities are demonstrated equally in appreciative, clear personnel management as well as in the consistent implementation of a differentiated product and sales strategy.
With entrepreneurial foresight, pronounced market proximity, and a fine sense for individual customer needs, you acquire and manage a demanding, wealthy Swiss and international private clientele. You act as a trustworthy contact person on equal footing and develop holistic, long-term oriented solutions. You benefit from a modern infrastructure as well as from recognized specialists from the entire spectrum of Private Wealth Management.

Your profile:

You have a solid network in the segment of wealthy private clients and have built an excellent reputation in your previous career. Several years of banking experience – including several years in demanding private banking – are required. Personally, you convince through discretion, entrepreneurial thinking, confidence in appearance, and a pronounced service mentality at the highest level.
We look forward to your confidential contact.