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?

• You advise and support our clients holistically in wealth planning and organisation as well as in retirement planning at our location in Rapperswil-Jona
• You independently develop complex advisory concepts in the areas of investments, wealth organisation, and tax optimisation, conduct them professionally, and carefully implement the solutions developed – ensuring that every consultation convinces both professionally and personally
• You take on the continuous support of our individual asset management mandates and ensure a high level of service quality
• You actively participate in target group-specific customer acquisition – such as specialist seminars, webinars, or other representative tasks – and support our growth
• Do you want to take on responsibility in the future, lead people, or make a difference together with a team? Then you fit with us – because with our growth, new career and development opportunities also arise

• You have a university degree (Uni/FH), ideally complemented by further training as a financial advisor or financial planner; in addition, you bring solid experience in holistic wealth planning as well as in relationship management in asset management
• As a competent contact person for topics such as investments, retirement, taxes, and financing, you quickly recognise customer needs and develop suitable, customised solutions
• Entrepreneurial thinking, a desire to shape, as well as a strong acquisition-oriented, proactive, and positive attitude characterise you and drive you to actively advance new topics
• Ideally, you have already managed your own client portfolio in the upper affluent segment and are capable of building sustainable customer relationships
• You communicate confidently in German (native language); English and other national languages are a plus

• 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