Finance and Pension Advisor

Finance and Pension Advisor
Who we are
smzh is an independent financial service provider that supports its clients with comprehensive, transparent, and sustainable advice in the areas of finance & investments, pension & insurance, mortgages & real estate, as well as taxes & law.
We are an established and fast-growing financial services company and, for further business development, are looking for a motivated finance and pension advisor in the financial services sector, with the readiness to accompany our vision and growth plans.
What You do
Needs-oriented and professional advice for clients in the finance and pension area
Acquisition of clients and building up a client base
Representation of our company at events and in direct customer contact
Management and administration of your own client portfolio through regular client visits and personal support
What You bring
Completed vocational training (commercial basic training) with 2 to 3 years of experience as an advisor in the field of finance, insurance, or pension
Insurance intermediary VBV All Branche is an advantage
Very good German skills (further language skills are an advantage)
Winning personality, high level of commitment
Independent, committed, and goal-oriented way of working
Very good IT skills (MS Office)
What awaits You
An entrepreneurial and success-oriented working environment
Attractive remuneration and employment conditions
Access to existing partnerships with banks, insurance companies, asset managers, pension funds, fiduciary and tax experts, as well as real estate companies
Own company car
Free access to exclusive event and sporting events
Modern office premises in the heart of Pfäffikon
Exciting career opportunities and support for external further education jpidf3af0eajm jit0626jm jiy26jm