Associate Consultant & Relationship Manager Wealth Management, Basel (w,m,d)
Shape the future. Yours and ours.
Would you like to help people to lead a self-determined life? And do you want to use your creative scope to reconcile your professional and personal ambitions?
Then we can offer you an exciting prospect : at Swiss Life you will be able to deploy your individual talents and expertise in a stimulating and flexible work environment.
What’s more, you will be given a good measure of responsibility and can thus contribute to shaping the future of Swiss Life.
Ihr Verantwortungsbereich
Unsere anspruchsvollen Kundinnen und Kunden suchen eine umfassende und objektive Beratung. Dafür erstellen Sie gemeinsam mit unseren erfahrenen Beraterinnen und Beratern komplexe Vermögensplanungen.
Jeder Tag ist anders : Aufnahme der individuellen Kundensituation, Konzipierung und Erstellung von Kundendokumentationen zu unterschiedlichen Themen, Präsentation der Ergebnisse und eine kompetente Betreuung der bestehenden Kundinnen und Kunden mehr Vielfalt geht kaum.
Ein massgeschneidertes Anlagekonzept, eine individuelle Finanzplanung, eine passende Hypothekarstrategie oder ein Steueroptimierungskonzept das erfordert viel Fachwissen?
Genau, deshalb bilden wir Sie on und off the Job zur Wealth Plannerin bzw. zum Wealth Planner aus.
Nach erfolgreichem Abschluss erhalten Sie ein eidgenössisch anerkanntes Diplom zur eidg. dipl. Finanzplanerin bzw. eidg. dipl.
Finanzplaner und übernehmen eigenständige Kundenverantwortung.
Ihr Profil
Sie verfügen über einen Hochschulabschluss (Universität / FH) und interessieren sich für eine Vermögensverwaltung mit einem ganzheitlichen, langfristigen Ansatz
Sie möchten bei Ihrem Handeln die Kundinnen und Kunden ins Zentrum stellen
Sie suchen eine Herausforderung, um richtig durchzustarten
Sie haben eine positive, akquisitionsstarke Persönlichkeit und schätzen eine direkte Kommunikation
Sie beherrschen Deutsch schriftlich und mündlich souverän und haben idealerweise weitere Sprachkenntnisse (in Englisch und / oder einer anderen Landessprache)
Your benefits
We help our employees to shape their professional development and their private life to their best advantage and throughout all phases of their life.
Our , such as options for working from home, 25 to 30 days of leave, 3rd pillar premium contributions and a broad range of continued training options contribute to this goal.
Information for recruitment agencies
For this position, Swiss Life is not accepting any application dossiers from recruitment agencies that are submitted spontaneously.
Only applications submitted by prior agreement via the will be accepted.
No liability will be accepted for spontaneous applications and any fees / costs incurred by them. Thank you for your understanding.
Your contact
Olivier Kurt
Tel :
- 41 43 284 92 69
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