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

Job Title

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

Company & Location

Swiss Life Wealth Management AG – Zürich

About us

Swiss Life Wealth Managers is a growing, team-oriented startup within the Swiss Life Group. We support private clients in all aspects of personal finance and wealth management with comprehensive, product‑independent advice.

Responsibilities

• Collaborate with experienced consultants to develop comprehensive, objective wealth plans for demanding clients.
• Analyze individual client situations, prepare detailed documentation, and professionally present results.
• Design tailored investment concepts, financial plans, mortgage strategies, or tax‑optimization solutions; receive on‑the‑job training to become a Wealth Planner.
• Upon completion of the eidg. dipl. Finanzplaner qualification, take independent client ownership and maintain long‑term relati...

Ready to Apply?

Submit your application today and join our talented team at Swiss Life Group.