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

We at Swiss Life Wealth Managers are a growing and agile startup within the Swiss Life Group.

As part of our team of experienced Financial Consultants, you accompany our clients in all matters concerning private finances and asset management.

What drives us: the ambition to advise people holistically, independent of product interests – and to offer them solutions tailored individually to their needs.

This way, you help them make the right decisions independently for a financially confident future – and realize their goals.

You can expect an uncomplicated corporate culture, a genuine hands-on mindset, flat hierarchies, and exciting development opportunities with us.

• You want to take 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 create complex asset plans together with our experienced advisors
• Every day is different: recording the individual client situation, designing and creating client documentation on various topics, presenting the results, and competently supporting existing clients – hardly any more variety
• 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 certified financial planner and take on independent client responsibility

• With a university degree (university/FH) in your luggage, 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 get started now
• A positive, acquisition-strong personality characterizes you – and you appreciate direct, open communication
• You master German fluently in writing and speaking; 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 offers
• Support for external education and training