IAF Financial Advisor / Junior Finance Coach

Key facts

What you bring

• AFA or IAF qualifications are an asset
• Higher education degree (Bachelor’s or Master’s)
• Swiss nationality or valid B/C permit mandatory
• Native-level French and residence in Switzerland required
• Strong aptitude for client relations, sales, and business development
• Entrepreneurial mindset, self-reliant, and flexible

Your tasks

• Start as a certified financial advisor (AFA or IAF) on the Swiss Life Select financial planning platform
• Advise middle- to high-income clients on their financial planning projects (property ownership, retirement, inheritance)
• Develop client relationships focused on sales and business development in the Lake Geneva region
• Progress toward the role of Senior Consultant or a management career

What they offer

• Structured and transparent career path in financial planning
• Opportunity to obtain the Federal Diploma in Financial Advice
• Customized and highly attractive remuneration
• Ongoing training and significant career development prospects
• Equal opportunities for all employees based on clearly defined performance and quality criteria
• Opportunity to progress into management via a structured academy

About the role

Swiss Life Select is one of the leading providers of comprehensive financial planning in Switzerland. The company supports middle- to high-income clients throughout their lives, from the start of their careers to retirement. Swiss Life Select operates on one of the most modern financial planning platforms in the country, with a transparent performance culture and equal opportunities for all employees. As part of the expansion in the Lake Geneva region (La Côte-Riviera-Lausanne-Lavaux), Swiss Life Select is recruiting two motivated individuals to join its teams.

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