Financial Planner & Relationship Manager 100%

Financial Planner & Relationship Manager (w/m/d) 100% We at Swiss Life Wealth Managers are an up-and-coming 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 wealth management. Our aim is to advise them holistically, independent of product interests, and to offer them solutions tailored individually 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? Financial Planner & Relationship Manager (w/m/d) 100% Live your ambitions Rapperswil-Jona Swiss Life Wealth Management AG Live versatility Your area of responsibility You advise and support our clients holistically in wealth planning and organization as well as in retirement planning at our location in Rapperswil-Jona You independently develop complex advisory concepts in the areas of investments, wealth organization, and tax optimization, execute them professionally, and carefully implement the developed solutions - while ensuring that every consultation is convincing both professionally and personally For our individual wealth management mandates, you take on continuous support and ensure a high quality of service In target group-specific customer acquisition – such as specialist seminars, webinars, or other representative tasks – you participate actively and support our growth Do you want to take on responsibility in the future, lead people, or move things forward together with a team? Then you fit with us – because with our growth, new career and development opportunities also arise Live potentials Your strengths You have a university degree (Uni/FH), ideally supplemented by further training as a financial advisor or financial planner; furthermore, you bring sound experience in holistic wealth planning as well as in relationship management in wealth management As a competent contact person for topics such as investments, retirement, taxes, and financing, you recognize customer needs and develop suitable, tailor-made solutions Entrepreneurial thinking, desire to shape, as well as an acquisition-strong, upbeat, and positively thinking manner characterize you and drive you to actively advance new topics Ideally, you have already managed your own client book in the upper affluent segment and are able to build sustainable customer relationships You communicate with style in German (native language); English and other national languages are a plus Your contact Bärtsch Talent Acquisition Partner About Swiss Life Wealth Managers Swiss Life Wealth Managers offers discerning private individuals reliable navigation through all financial questions – whether it concerns private provision, financial planning, or wealth management. For recruitment agencies Swiss Life does not accept unsolicited application dossiers from recruitment agencies for this position. Only applications submitted via the recruitment agency portal after prior arrangement will be considered. Any responsibility for unsolicited applications as well as any fees/costs incurred is declined. Thank you very much for your understanding. jpid63844e6jm jit0832jm jiy26jm