OverviewAssociate Wealth Planner & Relationship Manager, 80-100% (w/m/d) at Swiss Life Wealth Management AG. The role supports private finances and asset management with holistic advice aligned to client needs. Part of a startup within Swiss Life Group; join a team of experienced Financial Consultants to guide clients in all questions around private finances and wealth management.What we seek is a versatile, hands-on professional who helps clients make financially secure decisions and achieve their goals. Expect an uncomplicated culture, hands-on mindset, flat hierarchies, and opportunities for development.ResponsibilitiesTake responsibility at one of our locations (Bern, Basel, Luzern, Winterthur, St.Gallen, Rapperswil, Zug or Zürich) and contribute to driving our initiative forward.Provide comprehensive, objective advisory services; in collaboration with experienced advisors, develop complex wealth plans.Every day: capture the client’s situation, design and document outcomes on various topics, present results, and maintain ongoing client relationships.Create tailored investment concepts, financial planning, mortgage strategies, and tax-optimization concepts; you will be trained on and off the job to become a Wealth Planner.Upon successful completion, obtain the federally recognized Diploma (eidg. Dipl. Finanzplanerin/Finanzplaner) and assume independent client responsibility.QualificationsUniversity or Fachhochschule degree; interest in holistic wealth management with a long-term approach.Client-centric mindset; ability to place clients at the center of your actions.Looking for a challenge and ready to start.Positive, proactive, acquisition-minded personality; strong communication skills.German proficiency (written and spoken); English and/or another official Swiss language skills are a plus.ArbeitsortLocations: Bern, Basel, Luzern, Winterthur, St.Gallen, Rapperswil, Zug, ZürichKontaktTalent Acquisition Partner: Annop Pongnut — 043 284 9111Swiss Life does not accept unsolicited resumes from recruitment agencies. Only applications submitted via the agreed-upon portal will be considered.BenefitsMarket-driven base salaryBonus tied to company performance and personal achievementBetween 25 and 30 vacation daysRecognition of service anniversaries on a five-year cycleDevelopment and Other ProgramsInternal training opportunitiesSupport for external training and educationElectronic learning platformAnnual performance review and development planTalent development programsCareer planningE-coaching toolFamily, Flexibility, and HealthFree advisory and mediation services for family mattersBirth allowanceUp to six months maternity leave with at least 16 weeks of full salary; 15 days paternity leaveUp to 10 days per year for caregiving of relatives outside the same householdFlexible working hours, mobile office, time-out models, flexible 58+ arrangementsHealth-related offerings and wellness programsHealthy eating options in company restaurant and on-site health servicesWeitere Informationen: More about Swiss Life and how we support clients’ financial futures.
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