Financial and Pension Advisor

Who we are

smzh is an independent financial service provider that offers its clients comprehensive, transparent, and sustainable advice in the areas of finance & investments, pensions & insurance, mortgages & real estate, and taxes & law.

We are an established and fast-growing financial services company and are looking for a motivated financial and pension advisor in the financial services sector, with the willingness to accompany our vision and growth plans for further business development.

What you will do

• Need-oriented and professional advice for clients in the financial and pension sector
• Acquisition of clients and building a client base
• Representation of our company at events and in direct customer contact
• Support and management of your own client portfolio through regular customer visits and personal care

What you bring

• Completed vocational training (commercial apprenticeship) with 2 to 3 years of experience as an advisor in the fields of finance, insurance, or pensions
• Insurance intermediary VBV All Branche is an advantage
• Very good German language skills (further language skills are an advantage)
• Appealing personality, high commitment
• Independent, dedicated, and goal-oriented way of working
• Very good IT skills (MS Office)

What awaits you

• An entrepreneurial and success-oriented working environment
• Attractive remuneration and employment conditions
• Access to existing partnerships with banks, insurance companies, asset managers, pension funds, trust and tax experts, and real estate companies
• Company car
• Free access to exclusive event and sports events
• Modern office space in the heart of Frauenfeld
• Exciting career opportunities and support for external further education

• smzh ag
  Tödistrasse 53
  8002 Zürich