Associate Consultant & Relationship Manager; w​/m​/d

Job Title

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

Swiss Life Wealth Management AG – Zürich

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.

• 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 relationships.

• University or Fachhochschule degree with interest in holistic wealth management.
• Proactive, self‑initiated, team‑spirit and desire to shape the development of the team.
• Customer‑centric approach and responsible work style.
• Fluent German (native);
  English and additional local languages are a plus.

Tödistrasse 38, 8002 Zürich

• Market‑aligned base salary with performance‑based bonus.
• 25‑30 vacation days.
• Recognition of work anniversaries in five‑year intervals.
• Internal training, external education support, e‑learning platform.
• Annual performance discussion and development plan.
• Flexibility: flexible working hours, mobile office, time‑out models, 58+ model.
• Health initiatives: events, sports, physiotherapy, in‑house counselling.
• Family support: free advisory services, birth allowance, up to six months maternity leave with 16 weeks full salary, 15 days paternity leave, care leave.
• Financial discounts: home loan discount, Swiss Life investment products, partner discounts up to 35% public transport, meal allowance.
• Social benefits: 70% pension fund contribution, accident & illness coverage, up to 65% discount on 3rd pillar life insurance premiums.