Wealth Planner 100%

Wealth Planner (f/m/d) 100% Live your ambitions Embody diversity Your area of responsibility You advise and support a global clientele regarding wealth, pension, and retirement planning within our Lausanne branch You professionally lead complex advisory concepts in the fields of investments, wealth organization, risk analysis, and tax optimization You guarantee convincing advice, both professionally and personally, you actively build long-term client relationships; ideally, you already have your own client portfolio You establish risk profiles, structure portfolios in different asset classes on this basis, while taking into account market developments, interest rates, and inflation In addition, you guarantee a high quality of advice and documentation, you systematically respect regulatory and internal standards and you work in close collaboration with partners, senior wealth planners as well as specialists Embody potentials Your assets You have completed training in banking and insurance, ideally supplemented by a Bachelor or a Master (HES/university) as well as continuing education as a financial advisor (with federal diploma or degree) As a competent interlocutor in matters of pension, financial planning, investments, and taxation, you quickly identify the needs of your clientele and develop tailor-made solutions You have solid experience in global wealth planning and relationship management in wealth management, as well as a strong orientation towards clients and service Entrepreneurial spirit, the will to act and an era focused on goals and acquisitions drive you to actively advance themes. You furthermore maintain your own client register and achieve proven successes in the follow-up and acquisition of wealth management clients You communicate perfectly in French (C2) and very well in German (C1); English and other national languages are a plus Your contact Bärtsch Talent Acquisition Partner Company description Through individualized advice in pension and finance, we accompany people in the preparation of their financial future at all stages of their lives and allow them to build their financial independence to live according to their own choices jpidb1986aajm jit0623jm jiy26jm