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Wealth Planning Associate & Client Relations
Job in
Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listed on 2026-06-21
Listing for:
Swiss Life Group
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Swiss Life Group in Zürich is seeking an Associate Consultant & Relationship Manager to develop comprehensive wealth management plans. Candidates should have a university degree and a customer-centric approach.
The role involves collaborating with consultants, analyzing client situations, and designing tailored financial strategies while maintaining long-term relationships with clients. The position offers a flexible working environment with various benefits including a performance-based bonus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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