Vontobel is seeking a Senior Pension Solutions Specialist to strengthen their team in Zürich, focusing on acquiring and advising clients on pension solutions. The ideal candidate should have extensive experience in financial advising, particularly in pension planning, and possess a strong network of business partners
Job Summary
Ansprache und Akquisition von Kunden im Zielsegment der Vorsorgelösungen, namentlich Führungskräfte, Selbstständigerwerbende und Unternehmer, durch den Vertrieb der 1e-Kadervorsorge-Lösungen der Bank.
Systematische Bearbeitung des Brokermarktes und Aufbau eines Netzes von Vermittlern, Beratern und Intermediären in Ihrer Region.
Ein hochinteressantes Arbeitsumfeld mit komplexen Fragestellungen, moderner Technologie und einem starken Innovationsfokus.
Matching Summary
Match Score: 85
Vontobel is seeking a Senior Pension Solutions Specialist to strengthen their team in Zürich, focusing on acquiring and advising clients on pension solutions. The ideal candidate should have extensive experience in financial advising, particularly in pension planning, and possess a strong network of business partners.
Skills & Requirements
Must-have
Client Acquisition and Sales
Pension Solutions Expertise
Cross-selling Financial Products
Broker Market Development
Complex Financial Planning Advice
Nice-to-have
Entrepreneurial and Motivated Personality
Sovereign and Empathetic Demeanor
Ability to Speak Customer's Language
Innovative and Dynamic Environment
Key Requirements
Excellent acquisition, consulting, and negotiation skills
Strong network of external business partners
In-depth consulting expertise in all financial and pension planning topics
Long-standing experience in occupational pensions
Sound knowledge in asset management and/or investment advisory
Academic or high-level education in financial planning or occupational pensions
Very good German and English skills (spoken and written)
Willingness for customer-related travel in German-speaking Switzerland