Finance & Strategy Consultant, Entry-level also ideal for career changers - 100% (f/m/d)

Swiss Group Wealth Management AG (SGWM) is an established and high-growth company in the field of holistic financial and wealth management in Switzerland. We accompany private clients with individual, sustainable solutions throughout all financial life phases – from pension planning and wealth accumulation to real estate financing.

Thanks to our strong network, a modern digital advisory platform, and clearly structured processes, we offer services at the highest quality level. At the same time, we invest specifically in the development of our employees: the SGWM Academy enables continuous further education, professional specialization, and personal development.

Our corporate culture is characterized by trust, professionalism, and team spirit. We create an environment in which personal responsibility, commitment, and entrepreneurial thinking are encouraged, and in which you can actively and sustainably shape your career. Become part of Swiss Group Wealth Management AG and shape the future of financial, pension, wealth, and homeownership advisory together with us in Switzerland.

Your tasks

In the role of Finance & Strategy Consultant, you will take over the holistic support of our private clientele. You will accompany your clients throughout the entire advisory process – from in-depth needs analysis to the development of individual financial solutions and long-term support.

Your area of responsibility includes in particular:

• Individual financial strategies: Development of tailor-made solutions in the areas of pension planning, wealth accumulation, investment advice, and real estate financing
• Client advisory and support: Conducting personal as well as digital advisory meetings at a high professional level
• New client acquisition and relationship management: Building, maintaining, and sustainably developing long-term client relationships
• Holistic financial planning: Supporting your clients in defining financial goals as well as their structured and sustainable implementation

What we offer

• Clear career perspectives: Structured development plan from entry level to leadership or specialist functions
• SGWM Academy: Sound training in sustainable financial advisory, including individual coaching and recognized qualifications in the regulated environment
• Attractive compensation model: Performance-oriented income with additional profit sharing
• Flexible working model: Entrepreneurial freedom with flexible time management at our modern location in Pfäffikon SZ
• Individual support: Personal guidance by experienced mentors as well as targeted further education and specialization opportunities
• Modern technology: Use of a digital advisory platform for efficient, location-independent working
• Team culture & additional benefits: Regular team events, incentives, as well as attractive employee benefits

Your profile

• Completed vocational training (commercial preferred)
• Driver's license category B as well as an impeccable reputation
• Confident, audience-appropriate communication and convincing appearance
• Independent, structured, and entrepreneurially thinking personality
• High willingness to learn as well as motivation for continuous professional and personal development

Start your career at Swiss Group Wealth Management AG and develop yourself continuously together with us – professionally, personally, and entrepreneurially.

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