Client Advisor: Pension Funds

Zürcher Kantonalbank und ihre Tochtergesellschaften

Zürich

Key information

Publication date:05 January 2026
Workload:100%
Place of work:Zürich

Job summary

Join a leading firm in Zurich, advancing your career in asset management. Enjoy a supportive environment with growth opportunities.

Tasks

Manage a portfolio of small to medium pension funds effectively.
Acquire new clients to expand the existing portfolio strategically.
Build long-term relationships through active client management.

Skills

Experience in institutional investment and relevant education required.
Strong communication skills with persuasive negotiation abilities.
Entrepreneurial mindset and team-oriented approach essential.

Is this helpful?

80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals

Are you dynamic, committed, and want to advance your career in institutional asset management? As a Client Advisor for Pension Funds, you will take over the management of an existing client portfolio of small and medium-sized, autonomous or semi-autonomous pension funds. At the same time, you are responsible for expanding this portfolio and acquiring new clients in the target segment. In this exciting role, you also support our pension fund specialists in daily business and actively contribute to the success of our team.

Your Tasks

Managing an existing client portfolio in the area of small and medium-sized, autonomous and semi-autonomous pension funds
Expanding the portfolio through targeted acquisition of new clients in the target segment
Building and maintaining long-term customer relationships through active relationship management
Developing customized solutions in collaboration with clients and internal product specialists
Supporting the pension fund specialists in daily business
Participating in customer events and representing the bank at relevant occasions

Your Profile

You are dynamic, committed, and have already gained initial experience in institutional asset management
Higher education (e.g., Bachelor, MAS, FA Financial Planner / Banking Specialist, Business Economist HF/FH or equivalent); further training in the area of investments (e.g., AZEK) is an advantage
Knowledge of the pension market and ideally an existing network in the pension fund industry
Enjoy acquiring new clients and managing existing customer relationships
Convincing appearance, strong communication skills, and negotiation skills
Entrepreneurial thinking, initiative, and a structured, goal-oriented way of working
Team player mentality as well as a high level of responsibility
Excellent language skills in German and English

Our Offer

An exciting position with development opportunities in a demanding and future-oriented environment
A dynamic and supportive team that masters challenges together
Scope for design and the opportunity to take on responsibility
A centrally located, modern workplace in the heart of Zurich with flexible working models
An attractive compensation package with extensive additional benefits and employee discounts

Would you like to become part of our team and actively shape the future of institutional asset management?

Then we look forward to receiving your application!

Michael Vonlanthen
is happy to assist you.
Phone: 044 292 27 15