Associate Wealth Planner & Relationship Manager, 80-100% (m/f/d)

We at Swiss Life Wealth Managers are an emerging and agile startup within the Swiss Life Group.

As part of our team of experienced Financial Consultants, you will accompany our clients in all matters related to personal finance and asset management.

What drives us: the commitment to advise people holistically, free from product interests – and to provide them with solutions tailored to their individual needs.

This way, you help them make self-determined decisions for a financially confident future – and realize their goals.

You can expect a straightforward corporate culture, a genuine hands-on mindset, flat hierarchies, and exciting development opportunities.

• You want to take on responsibility at one of our locations in Bern, Basel, Lucerne, Winterthur, St. Gallen, Rapperswil, Zug, or Zurich and significantly and successfully shape our initiative
• Our demanding clients seek comprehensive and objective advice. For this, you will create complex asset plans together with our experienced advisors
• Every day is different: assessing the individual client situation, designing and creating client documentation on various topics, presenting the results, and providing competent support to existing clients – it hardly gets more diverse
• A tailored investment concept, an individual financial plan, a suitable mortgage strategy, or a tax optimization concept – does that require a lot of expertise? Exactly, that’s why we train you on and off the job to become a Wealth Planner
• After successful completion, you will receive a federally recognized diploma as a federal certified financial planner and take on independent client responsibility

• With a university degree (University/FH) in your pocket, you are interested in asset management with a holistic, long-term approach
• Putting clients at the center of your actions is a matter of course for you
• Looking for a challenge, you want to really take off now
• A positive, acquisition-strong personality characterizes you – and you appreciate direct, open communication
• You are proficient in German, both written and spoken; ideally, you also bring additional language skills in English and/or another national language

• Market-oriented base salary
• Bonus depending on company success and personal performance
• Between 25 and 30 vacation days
• Recognition of service anniversaries every five years
• Flexible working hours
• Mobile office
• Time-out models
• Flexible working models 58+
• Internal training offerings
• Support for external training and further education