Financial Planner & Relationship Manager (w/m/d) 100%

Live your ambitions Rapperswil-Jona Swiss Life Wealth Management AG We at Swiss Life Wealth Managers are an emerging and agile startup within the Swiss Life group of companies. Our team of experienced Financial Consultants supports our customers in all questions related to private finance and wealth management. Our claim is to advise them holistically, independent of product interests, and to offer them individually tailored solutions to meet their needs. This enables them to make self-determined decisions for a financially confident future and achieve their goals. At our company, you can expect an uncomplicated corporate culture, a hands-on mindset, flat hierarchies, and exciting development opportunities. Are you ready for the challenge? Live diversity Your area of responsibility <br /> • You advise and support our customers holistically in wealth planning and organization as well as in pension planning at our location in Rapperswil-Jona • You work out complex consulting concepts in the areas of investments, wealth organization, and tax optimization independently, implement them professionally, and carefully implement the solutions developed - ensuring that each consultation is both technically and personally convincing • For our individual wealth management mandates, you take over the continuous support and ensure a high level of service quality • In target group-specific customer acquisition - such as specialist seminars, webinars, or other representative tasks - you actively participate and support our growth • Do you want to take on responsibility in the future, lead people, or move something together with a team? Then you fit in with us - because with our growth, new career and development opportunities also arise <br /> Live potential Your strengths <br /> • You have a university degree (uni/FH), ideally supplemented by further training as a financial advisor or financial planner; in addition, you have sound experience in holistic wealth planning and relationship management in wealth management • As a competent contact person for topics such as investments, pensions, taxes, and financing, you quickly recognize customer needs and develop suitable, customized solutions • Entrepreneurial thinking, design will, and an acquisition-strong, positive, and open-minded attitude characterize you and drive you to actively advance new topics • Ideally, you have already managed your own customer book in the upper affluent segment and are able to build sustainable customer relationships • You communicate confidently in German (mother tongue); English and other national languages are a plus <br /> Your contact Petra Bärtsch Talent Acquisition Partner About Swiss Life Wealth Managers Swiss Life Wealth Managers offers demanding private individuals a reliable navigation through all financial questions - whether it's about private provision, financial planning, or wealth management. For personnel placements Swiss Life does not accept unsolicited application portfolios from recruitment agencies for this position. Only applications submitted after prior agreement via the recruitment agency portal (https://wd3.myworkday.com/wday/authgwy/swisslife/login.htmld?redirect=n) will be considered. We reject any responsibility for unsolicited applications and any resulting fees/costs. Thank you for your understanding.