Senior Financial Planner

We are looking for a Senior Financial Planner to join our Wealth Planning department in the Private Clients unit – starting immediately or by agreement. In this role, you’ll be responsible for serving clients in the Romandie region (Geneva and Lausanne). You’ll work in close collaboration with a team of financial planners, pension solutions specialists, estate planners, and tax experts, helping private clients make informed decisions about their financial future.

What would your role be?

Provide comprehensive financial, pension, tax, and estate planning advice

Develop tailored financial plans and provide client-specific analyses and thematic advice

Grow client relationships in the French-speaking region of Switzerland (Geneva and Lausanne)

Proactively promote and acquire Wealth Planning mandates

Support relationship managers with expert insights and client-specific solutions

Represent our Wealth Planning expertise at internal and external events

What are we looking for?

Several years of experience in financial and pension planning, ideally in private banking

Recognized qualifications (e.g., Certified Financial Planner, MAS in Financial Consulting, or a university/FH degree)

Excellent negotiation and client acquisition skills

Excellent communication and advisory skills

Developed sales drive and business orientation

Excellent social skills and ability to work in a team of specialists

Fast learner with strong analytical and conceptual abilities

Reliable, solution-oriented, and highly client-focused

Fluent in French, English, and ideally German – written and spoken

What do we offer?

A collaborative culture with short decision paths and strong expert exchange

Supportive, cross-functional teamwork

Generous social benefits and a wide range of employee perks

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

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