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 asset management. Our aim is to advise them holistically, independent of product interests, and to offer them solutions individually tailored to their needs. This enables them to make the right decisions for a financially confident future in a self-determined manner and to realize 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? Living 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, carry them out professionally, and carefully implement the developed solutions - while ensuring that every consultation is convincing both professionally and personally • For our individual asset management mandates, you take over continuous support and ensure a high 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 Living potentials Your strengths ## • 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 recognize customer needs quickly and develop suitable, tailor-made solutions • Entrepreneurial thinking, a desire to shape, as well as an acquisition-strong, cheerful, 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 stylishly in German (native language); English and other national languages are a plus Your place of work ## Rathausstrasse 10, 8640 Rapperswil-Jona Your contact ## Talent Acquisition Partner Petra Bärtsch contact form