Senior Financial Planner (m|f|x) Genf

We are looking for a Senior Financial Planner to join our Wealth Planning department in the Private Clients unit – starting immediately or by agreement. In this role, you’ll be responsible for serving clients in the Romandie region (Geneva and Lausanne). You’ll work in close collaboration with a team of financial planners, pension solutions specialists, estate planners, and tax experts, helping private clients make informed decisions about their financial future.

Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?

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

Aufgaben

• Provide comprehensive financial, pension, tax, and estate planning advice
• Develop tailored financial plans and provide client-specific analyses and thematic advice
• Grow client relationships in the French-speaking region of Switzerland (Geneva and Lausanne)
• Proactively promote and acquire Wealth Planning mandates
• Support relationship managers with expert insights and client-specific solutions
• Represent our Wealth Planning expertise at internal and external events

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Several years of experience in financial and pension planning, ideally in private banking
• Recognized qualifications (e.g., Certified Financial Planner, MAS in Financial Consulting, or a university/FH degree)
• Excellent negotiation and client acquisition skills
• Excellent communication and advisory skills
• Developed sales drive and business orientation
• Excellent social skills and ability to work in a team of specialists
• Fast learner with strong analytical and conceptual abilities
• Reliable, solution-oriented, and highly client-focused
• Fluent in French and English, written and spoken; German is an advantage.

Das erwartet Sie

• A collaborative culture with short decision paths and strong expert exchange
• Supportive, cross-functional teamwork
• Generous social benefits and a wide range of employee perks

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

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Kontakt

Standort

Rue du Rhône 31, CH-1204 Genf