Wealth Planner - Senior Specialist for Retirement Solutions (100%)

• 13 August 2026 • 100% • Indefinite period • Zurich Vontobel holds a strong position in the wealth management market for pension funds and has also successfully developed its activity in individualized retirement solutions (1e, executive pension, vested benefits, and pillar 3a) in recent years. To continue the growth of our retirement business, we are looking for a high-performing and highly qualified specialist to strengthen our team in Zurich. What are your tasks Approach and acquisition of clients in the target segment of retirement solutions, particularly executives, the self-employed, and entrepreneurs, through the sale of the bank's 1e executive pension solutions Acquisition of new clients in the areas of remaining executive pension, vested benefits, and pillar 3a Cross-selling in various other areas of the bank, particularly in wealth management Systematic processing of the broker market and development of a network of intermediaries, advisors, and intermediaries in your region Advising demanding clients in the field of all retirement solutions What do we expect? Excellent skills in acquisition, advisory, and negotiation Solid network of external business partners In-depth advisory skills in all areas of finance and retirement, including pension fund issues, retirement planning, financial planning, taxation, etc. Long-standing experience in the field of occupational retirement, for example at an insurer or a bank In-depth knowledge in wealth management and/or investment advisory Academic degree and/or high-level training in the field of financial planning or occupational retirement Very good knowledge of German and English (oral and written), knowledge of French is an asset Entrepreneurial, motivated, team-oriented, and convincing personality, with a confident presence, empathy, and the ability to speak the client's language Availability for client-related travel throughout German-speaking Switzerland, mainly in the Zurich region What we offer: A very interesting working environment with complex questions, modern technology, and a strong focus on innovation. A dynamic and international environment with many ideas, which requires flexibility and continuous calibration of priorities, without losing sight of the long-term goal. The possibility to acquire an end-to-end perspective on client management and to shape processes beyond departmental boundaries. A high degree of autonomy and many opportunities to learn new things and to develop yourself. We are looking for talented people and not just a CV that meets all the criteria. Even if you do not meet all our requirements, you should apply. At Vontobel, you work for a better future for our clients, the company, and yourself. By 2030, we want to be recognized as one of the world's best-performing and most trusted investment houses. We employ more than 2,300 employees in more than 25 locations worldwide and are headquartered in Zurich. We are majority family-owned and publicly listed. Our ability to focus long-term on themes such as sustainability is reinforced by the security of the family's century-old commitment. We are looking for diverse talents who want to make things move in a changing world and who come from very diverse fields. We use cookies to display personalized content and targeted advertising, and to analyze the website history. Further information can be found in our Cookie Policy. To change your settings or refuse all but the necessary functional cookies, you can configure your cookie and tracking settings. By clicking "Accept" you activate the recording of all data. The last selected settings are saved.