00 Careers at SWISSVIVO

Build a strong future
with us.

We build teams and develop financial advisors who want to make a difference. With us you find room to grow, genuine independence and the support that makes the difference.

Apply speculatively now View open roles

Two SWISSVIVO employees working together

Stronger together People who grow

01 Your opportunity

Developing people,
shaping the future.

Our task is to accompany people through the most important financial decisions of their lives. That is exactly why we build strong teams and develop advisors who are technically sound and act with conviction. We invest in people, because good advice starts with good people.

At SWISSVIVO you work entrepreneurially and on your own responsibility, without being alone. Experienced mentors, clear coaching and a team that sticks together give you the backing to develop your own style and take on responsibility.

Gespräch vereinbaren

02 What we offer

Good reasons to start with us.

We create the conditions in which commitment becomes real development. Professionally, personally and financially.

Independence

You advise freely and without product pressure. Your only loyalty is to your clients’ goals.

Training and coaching

Structured training, seminars and personal coaching continuously advance you professionally.

Attractive earning potential

Your effort pays off. A performance-based model rewards responsibility and sustainable success.

Strong team

You work in an environment that sticks together, shares knowledge and reaches goals as a team.

Always moving forwardLearning as part of the culture

03 Growth included

Learning that
never stops.

The financial market is constantly evolving, and you evolve with it. From day one we support your development with a clear plan, regular training and people who love to share their knowledge.

Structured onboardingA well-designed onboarding gets you ready for your role step by step.
Regular training and seminarsExpertise stays current through ongoing training on products, law and advice.
Personal mentorsExperienced colleagues support you closely and share their practical knowledge.
Clear development pathsYou know where you are heading, with transparent prospects up to a leadership role.

04 Open roles

Find your place.

These are the positions we are currently filling. None fits exactly? Apply speculatively, we look forward to your story.

Your responsibilities

You advise private clients holistically on insurance, pension, investment and financing.
You analyse the financial situation and develop suitable, independent solutions.
You build your own client portfolio and nurture long-term relationships.
You accompany your clients through every stage of life.

Your profile

Experience in financial or insurance advice, or a commercial education.
Enjoyment of contact with people and strong advisory skills.
An independent, reliable and entrepreneurial way of working.
Very good German, further languages an advantage.

What we offer

Independent advice with no product obligation and access to all providers.
An attractive earning model with a fair base and performance share.
Structured onboarding, training and personal mentoring.
A strong team, modern tools and short decision paths.

Apply now

Your responsibilities

You advise on the three pillars, retirement planning and tax optimisation.
You prepare pension and retirement analyses and reveal gaps.
You support clients through important life and pension decisions.
You work closely with the advisory team.

Your profile

Sound knowledge of the Swiss pension and tax system.
A federal diploma in financial/pension advice or comparable qualification is an advantage.
Analytical thinking and the ability to explain complex topics clearly.
Very good German.

What we offer

Demanding mandates and professional development.
Independence and access to the entire market.
An attractive earning model and flexible working models.
A collegial environment with short decision paths.

Apply now

Your responsibilities

You learn financial advice from the ground up and shadow experienced advisers.
You gradually take on your own clients.
With our support you build up your own network.
You continuously develop professionally and personally.

Your profile

Motivation to move into a new, meaningful field.
Strong communication, empathy and reliability.
No financial background needed, willingness to learn counts.
Very good German.

What we offer

Structured training with a clear roadmap and mentoring.
A fair entry model with development prospects.
A team that sticks together and shares knowledge.
Modern tools and ongoing training.

Apply now

05 Application

Apply now.

Choose an open role or send us a speculative application. We look forward to hearing from you.

05 How it works

Onto the team
in four steps.

Your path to us is straightforward and personal. We want to get to know you, you should get to know us. In the end both sides decide calmly whether it fits. Entirely without pressure.

Apply now