Associate Consultant & Relationship Manager (w/m/d) 100%
On-site · Zürich, Zurich, Switzerland
Job Summary
Associate Consultant & Relationship Manager at Swiss Life: develop comprehensive and objective wealth plans for demanding clients, analyze individual client situations, prepare documentation, and present results professionally. Deliver tailored concepts across wealth planning, asset management, mortgage strategy, and tax optimization, with training toward becoming a Wealth Planner. After completing the required Swiss/Eidg. qualifications, assume independent client responsibility and nurture long-term relationships. Based in Zürich, with opportunities at locations in Zug and Luzern; German is required with English as a plus; benefits include options for working from home.
Required Qualifications
- Hochschulabschluss (Uni/FH)
- Interesse an ganzheitlicher Vermögensverwaltung
- Engagement, Eigeninitiative und Teamgeist
- Flexibilität und Offenheit
- Deutsch (Muttersprache) – Englisch Plus ist vorteilhaft
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