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Open nowPosted yesterday

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

swisslife123 open roles

Where
Aarau Bahnhofstrasse
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Your applicationOpen nowAssociate Consultant & Relationship Manager (w/m/d) 100%swisslife · Aarau Bahnhofstrasse

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on swisslife's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.3% of postings close within 7 days. Measured by our own scanner across the market. swisslife postings stay open a median of 18 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.6%3 days
  3. 13.3%7 days
  4. 21.3%14 days
  5. 35.7%30 days
  6. 59.1%60 days
This job: posted yesterday

swisslife median: 18 days open

The posting

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.

Dein Verantwortungsbereich

  • Gemeinsam mit unseren erfahrenen Beraterinnen und Beratern erarbeitest du umfassende und objektive Vermögensplanungen für unsere anspruchsvollen Kundinnen und Kunden
  • Du analysierst individuelle Kundensituationen, erstellst fundierte Kundendokumentationen und präsentierst deine Ergebnisse professionell und überzeugend
  • Ein massgeschneidertes Anlagekonzept, eine individuelle Finanzplanung, eine passende Hypothekarstrategie oder ein Steueroptimierungskonzept – das erfordert viel Fachwissen? Genau, deshalb bilden wir Dich on und off the Job zur Wealth Plannerin bzw. zum Wealth Planner aus
  • Nach erfolgreichem Abschluss zum eidg. dipl. Finanzplaner bzw. zur eidg. dipl. Finanzplanerin übernimmst du eigenständig Kundenverantwortung und begleitest langfristige Kundenbeziehungen

Deine Stärken

  • Du verfügst über einen Hochschulabschluss (Uni/FH) und interessierst dich für eine ganzheitliche Vermögensverwaltung mit langfristigem Beratungsansatz
  • Mit Engagement, Eigeninitiative und Teamgeist möchtest du aktiv etwas bewegen und den weiteren Aufbau mitgestalten
  • Die Bedürfnisse unserer Kundinnen und Kunden stellst du konsequent ins Zentrum und überzeugst mit einer verantwortungsbewussten Arbeitsweise
  • Flexibilität und Offenheit zeichnen dich aus
  • Du kommunizierst stilsicher in Deutsch (Muttersprache); Englisch und weitere Landessprachen sind ein Plus und runden dein Profil idealerweise ab

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 attractive benefits, 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 recruitment agency jobs portal 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

Petra Bärtsch

Tel:

+41 43 284 65 36

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    The review screen in CV Rocket: how each CV was read, round by round.

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    An application in CV Rocket: every answer filled in on the employer's form.

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