Entry into Financial Consulting – Independent Wealth Advisory, for our new branch in Buchs SG

Key facts

What you bring

• Completed degree from a university of applied sciences, university of teacher education, university, or higher vocational school
• Interest in financial topics and enjoyment of client contact
• Curiosity, ambition, team spirit, and a desire for responsibility are in demand

Your tasks

• Together with experienced consultants, you will develop solutions for retirement planning, investments, real estate financing, estate planning, and tax optimization
• You will accompany advisory meetings
• You will gradually take on the lead role

What they offer

• Training lasting 18 to 24 months with a subsequent transfer to the new branch
• Design opportunities through strong growth
• Open part-time models for further education, family, or personal projects
• Independent, transparent, and fair corporate culture
• Regularly rated as an above-average positive work environment
• The company is ranked by the Lucerne University of Applied Sciences among Switzerland’s most digital banks

About the role

The trainee program is a direct entry into independent wealth advisory. You will optimize the entire financial situation of clients, be involved in advisory meetings from day one, and gradually take on more responsibility. The first 12–18 months will take place in Chur, after which you will transfer to the new branch in Buchs SG (opening from late 2027). The position is also open for part-time employment.

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