Wealth Management Advisor - Lausanne / Nyon / Genève / Vevey

• 26 août 2026
• 100%
• Durée indéterminée
• Possible
• Av. de Rhodanie 48, 1007 Lausanne
• Log in to see the jobup.ch salary estimate

Location: Suisse romande: Lausanne / Nyon / Genève / Vevey
Rate: 100 % (or to be defined)
Contract: Durée indéterminée
Start date: À convenir

SVAG Conseil en Patrimoine Suisse is part of the DVAG group, a European leader in wealth management, recognized for the solidity of its model, the quality of its support, and its long-term vision. Present in several European countries, the group supports 8 million private and professional clients in the structuring, protection, and development of their wealth.

In Switzerland, SVAG Conseil en Patrimoine Suisse supports individuals and companies at every stage of their financial life through a global, independent, and personalized approach. Our areas of expertise cover pension planning, financial investments, insurance, tax optimization, wealth transfer, as well as real estate solutions. Our priority is to provide clear, sustainable recommendations adapted to the objectives of each client.

As part of our strong development in Suisse romande, we are strengthening our teams and are looking for several Financial Advisors, including both motivated beginners wishing to train for the profession and experienced professionals wishing to evolve in a structured, entrepreneurial, and quality-oriented advisory environment.

Wealth Management Advisor - Lausanne / Nyon / Genève / Vevey

Your mission

• Advise and support a private clientele on all wealth management subjects
• Perform a global analysis of the financial situation and client objectives
• Propose adapted solutions in pension planning, insurance, investments, and real estate
• Develop, retain, and monitor a client portfolio
• Build a lasting relationship of trust with your clients

Your profile

• Training or first experience in finance, banking, insurance, or consulting
• Experience in financial or wealth management advisory is an asset, but not indispensable
• Strong interest in training
• Marked interest in advisory, client relations, and tailor-made solutions
• Entrepreneurial spirit, autonomy, and sense of responsibility
• Very good mastery of French (oral and written)

A plus:

• AFA, IAF, or Federal Diploma of financial advisor

Prerequisites:

• Residence in Switzerland and a valid residence permit

We offer you

• The solidity and reputation of a leading European group (DVAG)
• A stimulating and structured professional environment
• Complete initial training and a continuous training program
• Personalized support and field coaching
• A wide range of quality wealth management solutions
• Great autonomy in work organization
• Attractive and evolving compensation prospects
• Real opportunities for evolution and specialization

Please send your complete application file (CV and cover letter).
All applications will be treated with full confidentiality.