Rapperswil-Jona
Financial Planner & Relationship Manager (m/f/d) 100%
- 22 September 2026
- 100%
- Permanent position
- German (Fluent), English (Intermediate)
About the job
We at Swiss Life Wealth Managers are a burgeoning and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our clients in all matters concerning private finances and asset management. Our aim is to advise them holistically, free from product interests, and to offer solutions tailored individually to their needs. This enables them to make the right decisions independently for a financially confident future 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?
Financial Planner & Relationship Manager (m/f/d) 100%
Live your ambitions
Rapperswil-Jona
Swiss Life Wealth Management AG
Embrace versatility
Your area of responsibility
- You advise and support our clients holistically in wealth planning and organisation as well as in retirement planning at our location in Rapperswil-Jona
- You independently develop complex advisory concepts in the areas of investments, wealth organisation, and tax optimisation, conduct them professionally, and carefully implement the solutions developed – ensuring that every consultation convinces both technically and personally
- You take on the continuous support of our individual asset management mandates and ensure a high level of service quality
- You actively participate in target group-specific client acquisition – such as specialist seminars, webinars, or other representative tasks – and support our growth
- Do you want to take on responsibility in the future, lead people, or make a difference together with a team? Then you fit with us – because with our growth, new career and development opportunities also arise
Realise potential
Your strengths
- You have a university degree (Uni/FH), ideally complemented by further training as a financial advisor or financial planner; in addition, you bring solid experience in holistic wealth planning as well as in relationship management in asset management
- As a competent contact person for topics such as investments, retirement, taxes, and financing, you quickly recognise customer needs and develop suitable, customised solutions
- Entrepreneurial thinking, a desire to shape, as well as a strong acquisition-oriented, proactive, and positive attitude characterise you and drive you to actively advance new topics
- Ideally, you have already managed your own client portfolio in the upper affluent segment and are capable of building sustainable client relationships
- You communicate confidently in German (native language); English and other national languages are a plus
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 concerns private 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 declined. Thank you for your understanding.
