Full-time
Wealth Planning Associate & Client Relations
Posted by Swiss Life Group • zürich, zürich, Switzerland
About the Role
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.
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