Senior Pension Solutions Specialist / Stv. Teamleiter (80–100 %) — Vontobel

Full description

Do you bring the necessary expertise and sense to win demanding customers for tailor-made pension solutions? Then we have an extremely interesting job in the field of wealth planning with further development potential.

Vontobel has a strong market position in the provision for executives, entrepreneurs and the self-employed – from 1e-cadre provision to freedom of movement to pillar 3a. For the next growth phase, we are looking for an acquisition-strong, entrepreneurial personality who will actively develop this business and support team leadership as a deputy.

What would your tasks be?

• Profits and advise demanding customers such as executives, entrepreneurs: inside, self-employed
• Distribute our 1e cadre provision as well as freedom of movement and 3a solutions
• Build a high-quality network of brokers, intermediaries and experts
• Drive cross-selling in wealth planning and wealth management private clients
• As a deputy, support team leadership and help shape strategic projects

What do you bring?

• Proven acquisition, advisory and negotiating strength
• Several years of experience in occupational pension provision (bank, insurance or pension provider)
• In-depth knowledge in preventive, financial and tax planning as well as investment advice
• Established network of external business partners and multipliers
• Strong competence in stakeholder management / Sovereign handling of stakeholders at all levels
• First management or project experience and ambition to take on more responsibility
• Academic degree or equivalent training (e.g. CFP, Federal Dipl.). Financial planning
• German and English negotiable, French advantageous
• Affinity for Artificial Intelligence (AI) and willingness to work with AI tools

What we offer

• A highly interesting working environment with complex issues, modern technology and a strong focus on innovation.
• A dynamic and international environment with many ideas that requires flexibility and continuous calibration of priorities without losing sight of the long-term goal.
• The opportunity to gain end-to-end perspectives on client management and to design processes across departmental boundaries.
• High personal responsibility and numerous opportunities to learn new things and develop yourself further.

We are looking for talented people and not just a CV that meets all the criteria. Even if you don’t bring everything we ask of you, you should apply.

Why Vontobel? At Vontobel, you are working on a better future for our customers, society and yourself. By 2030, we want to be known as one of the most leading and trusted global investment firms. We employ more than 2,300 people at more than 25 locations worldwide and have our headquarters in Zurich. We are mostly family owned and listed on the stock exchange. Our ability to focus on issues such as sustainability in the long term is underpinned by the safety of the family’s 100-year commitment. We are looking for diverse talents who want to make a difference in a changing world and who come from a wide range of fields.

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

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