Altersvorsorgeberater (m/w/d) – Ruhestandsplanung für die Generation, die jetzt in Rente geht
Core
Holistic retirement planning and wealth management for clients transitioning to retirement, covering pension gaps, annuity strategies, and asset accumulation.
Role type
Senior financial advisor (retirement planning)
Builds
Individual retirement plans and wealth management strategies
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Pension gap analysis, annuity strategy design, wealth accumulation planning, client relationship management, regulatory compliance (Sachkunde)
Preferred skills
Ruhestandsplaner (FH) certification, Finanzplaner certification, real estate investment knowledge, succession planning knowledge
Technologies
Swiss Life Select product suite, 250+ partner company products
Responsibilities
Analyze client provision status (statutory, occupational, private), develop individual retirement plans including withdrawal strategies, advise on pension insurance and fund-based provision, build and manage a long-term client portfolio
Seniority
Mid-Senior, independent contractor/agency model