Location
zürich
Job Type
Full-time
Posted
June 20, 2026
Job Description
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...
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