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...