Wealth Planner & Relationship Manager, 80-100% (w/m/d)Join Swiss Life Group as a Wealth Planner & Relationship Manager, 80-100% (w/m/d).Located in Aarau, Swiss Life Wealth Management AG is a dynamic team dedicated to holistic financial advising and personalized solutions for clients. We value a straightforward corporate culture, hands-on mentality, flat hierarchies, and growth opportunities.Your ResponsibilitiesLead and shape our initiative at the Aarau location, contributing significantly to our success.Train new team members and build a strong advisory team.Provide comprehensive advice and support on wealth planning and management.Develop independent complex strategies in investments, wealth organization, and tax optimization.Manage clients within our tailored wealth management mandates.Actively participate in client acquisition through seminars, webinars, and other events.Your ProfileUniversity degree (Bachelor/Master) in relevant field.Proactive, positive, and strong in client acquisition.Experience in financial or client advisory roles.Entrepreneurial mindset, responsible, and motivated to make an impact.Ability to recognize client needs and develop tailored solutions.Existing client book in the affluent segment is an advantage.Proficient in German (native) and English; additional languages are a plus.Location & ContactLocation: AarauContact: Annop Pongnut, Talent Acquisition Partner, 043 284 9111BenefitsCompetitive salary, performance bonuses, 25-30 days vacation, recognition of long service, development programs, family support, flexible working, health initiatives, discounts, and social benefits.Application NoteSwiss Life does not accept unsolicited applications from recruitment agencies unless arranged in advance. Only applications via our official portal are considered.
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