Associate Consultant & Relationship Manager (w/m/d) 100%

Description du poste

Join Swiss Life Wealth Managers, a dynamic startup within Swiss Life. Experience a collaborative work culture and exciting growth opportunities. Tasks Create comprehensive wealth plans with experienced consultants for clients. Analyze client situations and present documentation professionally. Receive training to become a certified financial planner and manage client relationships. Skills Hold a university degree and be passionate about holistic wealth management. Demonstrate initiative and teamwork to drive progress. Communicate fluently in German; English and other languages are a plus. About the job We at Swiss Life Wealth Managers are a burgeoning and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our clients in all matters concerning private finances and asset management. Our aim is to advise them holistically, free from product interests, and to offer solutions tailored individually to their needs. This enables them to make self-determined decisions for a financially confident future and to realise 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? Your area of responsibility Together with our experienced consultants, you develop comprehensive and objective asset plans for our demanding clients You analyse individual client situations, prepare well-founded client documentation, and present your results professionally and convincingly A customised investment concept, an individual financial plan, a suitable mortgage strategy, or a tax optimisation concept – does that require a lot of expertise? Exactly, which is why we train you on and off the job to become a Wealth Planner After successfully completing the federal diploma as a financial planner, you will independently take on client responsibility and accompany long-term client relationships Your strengths You have a university degree (Uni/FH) and are interested in holistic asset management with a long-term advisory approach With commitment, initiative, and team spirit, you want to actively make a difference and help shape further development You consistently place the needs of our clients at the centre and convince with a responsible way of working You communicate fluently in German (native language); English and other national languages are a plus and ideally complete your profile Market-oriented base salary Bonus depending on company success and personal performance Between 25 and 30 days of holiday Recognition of service anniversaries every five years Flexible working hours Mobile office Time-out models Flexible working models 58+ Internal training offers Support for external education and training About Swiss Life Wealth Managers Swiss Life Wealth Managers offers discerning private individuals reliable guidance through all financial questions – whether it concerns private pension provision, financial planning, or asset management.