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.

What would your role be?

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

What are we looking for?

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

What do we offer?

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.

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.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination. If you have any questions you can contact us through our contact form.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich. We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.

Do you want to be Vontobel?

Private Clients

Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients.

Vontobel Career Page

Senior Financial Planner