Pension Advisor, Financial Planner, or Asset Advisor (100%)

About the job

Pension Advisor, Financial Planner, or Asset Advisor (100%)

Kloten, Zug, St. Gallen, Horn or Chur · Start immediately or by arrangement

Independent advice. Holistic planning.

About us

Since 2001, VPZ Vermögens Planungs Zentrum AG has been one of the leading independent financial planning firms in Switzerland, independent of banks and insurance companies. With around 20 employees at several locations, we support private individuals and entrepreneurs in all matters relating to assets, pension provision, retirement, taxes, real estate and inheritance, with solutions from over 400 providers.

Your role

You want to advise your clients in the way that is right for them, without in-house products and without directives from a single company? Depending on your experience and training, you will primarily work in pension advice, financial planning or asset advice and closely with the other specialist areas.

Pension Advice

Your tasks

• Advice on AHV, BVG, Pillar 3a and 3b
• Analysis of pension and risk gaps
• Comparison of various insurance companies

Your profile

• Experience in pension or insurance advice
• Insurance intermediary VBV or equivalent
• FINMA register entry

Financial Planning

Your tasks

• Financial, pension and tax planning
• Advice on retirement, capital withdrawal, real estate and inheritance
• Implementation with independent solutions

Your profile

• Financial planner with federal diploma, CFP® or IAF
• Several years of experience in financial planning
• FIDLEG register entry

Asset Advice

Your tasks

• Investment and asset advice for wealthy clients
• Independent portfolio analyses
• Support and monitoring of mandates

Your profile

• Experience in investment advice or private banking
• Sound investment and market knowledge
• FIDLEG register entry

What sets you apart

• Independent and customer-oriented working style
• Above-average performance record
• Entrepreneurial thinking and enjoyment in acquiring clients
• Interest in holistic financial planning

What we offer

• True independence: over 400 providers instead of in-house products
• Lots of freedom and performance-based remuneration
• Targeted further training and clear development prospects
• Small team with direct contact to the owner

Interested? Send us your application stating your area of expertise

We look forward to receiving your application with a brief overview of your previous successes

(e.g. managed mandates, new clients or target achievement)

For questions, Mr Mirco Signorell, CEO, will be happy to assist you at 044 880 11 11