Financial Planner & Relationship Manager (f/m/d) 100%

Live your ambitions Rapperswil-Jona Swiss Life Wealth Management AG 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 asset management. Our goal 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? Living versatility Your area of responsibility <br /> • 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, carry them out professionally, and carefully implement the developed solutions - ensuring that every consultation is convincing both technically and personally • You take over the continuous support for our individual asset management mandates and ensure a high quality of service • 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 our growth also creates new career and development opportunities <br /> Living potential Your strengths <br /> • You have a university degree (Uni/FH), ideally supplemented by further training as a financial advisor or financial planner; additionally, you bring sound 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 recognize customer needs and develop suitable, tailor-made solutions • Entrepreneurial thinking, a desire to shape things, and an acquisition-strong, upbeat, and positive-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 stylishly in German (native language); English and other national languages are a plus <br /> Your contact Petra 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 is about private provision, financial planning, or asset management. For recruitment agencies Swiss Life does not accept unsolicited application dossiers from recruitment agencies for this position. Only applications submitted via the recruiter portal (https://wd3.myworkday.com/wday/authgwy/swisslife/login.htmld?redirect=n) after prior arrangement will be considered. Any responsibility for unsolicited applications as well as any fees/costs incurred is declined. Thank you for your understanding.