Associate Financial Planner & Relationship Manager (m/f/d) 100%

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, independent of 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?

• Together with our experienced advisors, you develop comprehensive and objective wealth plans for our demanding clients
• You analyse individual client situations, prepare well-founded client documentation, and present your results professionally and convincingly
• A customised investment concept, an individual financial plan, a suitable mortgage strategy, or a tax optimisation concept – does that require a lot of expertise? Exactly, which is why we train you on and off the job to become a Wealth Planner
• After successfully completing the federal diploma as a financial planner, you will independently take on client responsibility and accompany long-term client relationships

• You have a university degree (Uni/FH) and are interested in holistic asset management with a long-term advisory approach
• With commitment, initiative, and team spirit, you want to actively make a difference and help shape further development
• You consistently place the needs of our clients at the centre and convince with a responsible way of working
• You communicate confidently in German (native language); English and other national languages are a plus and ideally complete your profile

• Market-oriented base salary
• Bonus depending on company success and personal performance
• Between 25 and 30 days of holiday
• Recognition of service anniversaries in five-year intervals
• Flexible working hours
• Mobile office
• Time-out models
• Flexible working models 58+
• Internal training offers
• Support for external education and training