Associate Consultant & Relationship Manager (w/m/d) 100%

We at Swiss Life Wealth Managers are an aspiring and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our clients in all matters relating to private finances and asset management. Our aim is to advise them holistically, independent of product interests, and to offer them solutions individually tailored to their needs. This allows them to make the right decisions for a financially confident future in a self-determined manner and to realize their goals.
An uncomplicated corporate culture, a hands-on mindset, flat hierarchies, and exciting development opportunities await you with us. Are you ready for the challenge?

Living versatility

Your area of responsibility ##

• Together with our experienced consultants, you will develop comprehensive and objective wealth plans for our sophisticated clients
• You analyze individual client situations, create sound client documentation, and present your results professionally and convincingly
• A tailor-made investment concept, individual financial planning, a suitable mortgage strategy, or a tax optimization concept - does that require a lot of expertise? Exactly, that is why we train you on and off the job to become a Wealth Planner
• After successful completion as an eidg. dipl. Finanzplaner or eidg. dipl. Finanzplanerin, you will independently take on client responsibility and accompany long-term client relationships

Living potential

Your strengths ##

• 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 center and convince with a responsible way of working
• Flexibility and openness characterize you
• You communicate with style in German (native language); English and other national languages are a plus and ideally round off your profile

Your place of work ##

Rathausstrasse 10, 8640 Rapperswil-Jona

Your contact ##

Talent Acquisition Partner

Petra Bärtsch contact form