Investment & Financial Advisor

At Swiss Life Select, we have a mission: to support you in shaping your financial future.

Are you passionate about finance, investments, and helping people achieve their financial goals? At Swiss Life, we are building the first team of advisors dedicated to helping Spanish‑speaking clients living in Switzerland.

• Advise clients on investments, wealth accumulation, retirement planning, mortgages, insurance solutions, and tax optimisation.
• Build long‑term relationships and become a trusted advisor for the Spanish‑speaking community in Switzerland.
• Develop your own client portfolio and grow your personal business within an established framework.
• Work with a comprehensive range of financial solutions tailored to each client's needs.

• A unique opportunity to be part of a fast‑growing and underserved market segment.
• Continuous training, mentoring, and support from experienced industry professionals.
• A structured pathway to become a certified IAF (FINMA‑recognised) Financial Advisor.
• Entrepreneurial freedom combined with the backing of one of Switzerland's most established financial institutions.
• Clear career progression opportunities, including leadership and team‑building responsibilities.

• Entrepreneurial, ambitious, and self‑motivated individuals.
• Strong communication and relationship‑building skills.
• Fluency in Spanish and English, as well as one of the Swiss national languages (German, French and/or Italian)
• Previous experience in finance, banking, sales, consulting, or client‑facing roles is advantageous but not required.
• At least a B work permit in Switzerland.