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Wealth Planner - Pension specialist (100%)

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Wealth Planner - Pension specialist (100%)
At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

Vontobel has a strong market position in managing assets of pension funds. On top of that we have successfully developed the business with individually tailored pension solutions in recent years (1e, pension schemes for Management, vested benefits and 3rd pillar investments.). To enable further growth of this business our team in Geneva is looking for a highly qualified specialist with strong sales and presentation skills.


Your Challenge

  • Contacting and acquiring customers in the target segment of pension solutions, especially Managers, self-employed persons and entrepreneurs, by selling the Bank’s 1e-Management pension solutions
  • Acquisition of new clients in the area of pension investments for other members of the management, vested benefits and 3rd pillar investments
  • Cross-selling into various other areas of the bank, in particular into Wealth Management
  • Systematic coverage of professional intermediaries in the local region including the establishment of a network of relevant brokers and consultants


Your Qualification

  • Excellent acquisition, consulting and negotiation skills
  • Strong network of external business partners
  • Profound consulting expertise in all areas of financial and pension consulting including retirement topics, pension planning, taxes, etc.
  • Long-standing experience with professional pension schemes in Switzerland, e.g. with an insurer or a bank
  • Excellent knowledge of portfolio management and/or investment advisory
  • University degree and/or advanced studies in financial planning or Swiss professional pension schemes
  • Excellent knowledge of French (spoken and written), very good knowledge of English, German would be an asset
  • Entrepreneurial, motivated, team-oriented and winning personality with a self-confident appearance, capacity for empathy and a talent to explain complex topics to clients in easily understandable words



Agata Patarin, +41 58 283 26 20, Corporate Human Resources


Agata Patarin, Corporate Human Resources, +41 58 283 26 20

Website https://vontobel.wd3.myworkdayjobs.com/Vontobel_External_Career/

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