We are looking for a Senior Financial Planner to join our Wealth Planning department in the Private Clients unit – starting immediately or by agreement. In this role, you’ll be responsible for serving clients in the Romandie region (Geneva and Lausanne). You’ll work in close collaboration with a team of financial planners, pension solutions specialists, estate planners, and tax experts, helping private clients make informed decisions about their financial future

What would your role be?

• Provide comprehensive financial, pension, tax, and estate planning advice
• Develop tailored financial plans and provide client-specific analyses and thematic advice
• Grow client relationships in the French-speaking region of Switzerland (Geneva and Lausanne)
• Proactively promote and acquire Wealth Planning mandates
• Support relationship managers with expert insights and client-specific solutions
• Represent our Wealth Planning expertise at internal and external events

What are we looking for?

• Several years of experience in financial and pension planning, ideally in private banking
• Recognized qualifications (e.g., Certified Financial Planner, MAS in Financial Consulting, or a university/FH degree)
• Excellent negotiation and client acquisition skills
• Excellent communication and advisory skills
• Developed sales drive and business orientation
• Excellent social skills and ability to work in a team of specialists
• Fast learner with strong analytical and conceptual abilities
• Reliable, solution-oriented, and highly client-focused
• Fluent in French, English, and ideally German – written and spoken

What do we offer?

• A collaborative culture with short decision paths and strong expert exchange
• Supportive, cross-functional teamwork
• Generous social benefits and a wide range of employee perks
• We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply

Why Vontobel?

• At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability
• Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role
• cosmofunding by Vontobel

Asset Management

Patriot Act Certification

Deposit Insurance Scheme

configure your cookie and tracking settings