Beschreibung

SWISS SERENITY HOLDING SA

All Switzerland · Permanent Position

Home office and client appointments

IAF Financial Advisor — Retirement Planning

IAF Financial Advisor · Bilingual FR / DE · German and Western Switzerland

Swiss Serenity Holding SA

Swiss Serenity Holding SA is a Swiss corporate group based in Porrentruy, leading in the search and placement of vested benefits as well as active in mortgage brokerage and retirement planning. Digital and innovative, our structure combines expertise with advanced technological solutions to offer our clients first-class advice.

For several years, we have built an active base of over 135,000 users on our platforms, which we provide to our advisors.

At Swiss Serenity, we maintain a demanding, positive, appreciative, and stimulating working environment. Professional development, team spirit, and personal standards are a lived reality. We create the best conditions for our employees to deliver top performance and achieve their professional and personal goals.

The Position

You will join a solid structure and benefit from a rare advantage in our industry: from your first day, you will receive a portfolio of qualified prospects with concrete advisory needs. The prospects have already scheduled an appointment to receive your advice.

Your task is to support private individuals in their retirement planning: analysing their situation, developing tailored solutions for investing their vested benefits capital (2nd pillar), and building a long-term trust relationship.

• Client appointments take place at the client’s premises or via video conference. The remaining time you work from home.
• Comprehensive asset and pension analysis
• Presentation and advice on individually tailored solutions
• Independent and flexible appointment management
• Appointments are organised by our internal customer service. Your calendar fills itself — you focus on advising and do not need to acquire clients.
• Participation in team meetings and internal events

You have the freedom, the portfolio, and the tools. What you make of it is entirely up to you.

Compensation + What We Offer

• Fixed salary + variable commissions (commission advance by arrangement), estimated annual salary over CHF 130,000 for high-performing profiles, with potential over CHF 200,000 annually
• Monthly salary
• 5 weeks paid holiday
• Company car, phone, and computer
• State-of-the-art technological solutions: CRM, reporting, portfolio management. Everything is designed so you can work quickly, efficiently, and smoothly.
• Appointments provided by our customer service. No cold calling.
• Flexible working hours and full autonomy in scheduling
• Team meetings, teambuilding, healthy and demanding working environment
• Permanent contract with probation period

The Desired Profile

We are looking for independent, committed, and results-oriented professionals. People who take initiative, invest in their personal development, and approach every task with positivity, enthusiasm, care, and ambition. People who are coachable, eager to learn, reliable, and self-responsible. High ethics and a winning mentality are required. If you recognise yourself in these criteria, we look forward to your application. Otherwise, we thank you for your interest in Swiss Serenity.

We seek profiles available immediately or in the short term.

Requirements:

• IAF qualification mandatory
• Proven experience in financial advice, pension planning, and sales desired

French language skills are mandatory as internal communication and management are conducted in French. Bilingualism in French and Swiss German is a great advantage.

• Valid driving licence

You are:

• Independent, organised, and meticulous: you manage your priorities without supervision
• Punctual and reliable. Your commitments are always honoured
• Well-groomed in your appearance and professional demeanour
• Skilled in client contact: you know how to listen, persuade, and build long-term relationships
• Committed to your personal and professional development in the long term

Our Selection Process

The process takes place in three clear steps:

Step 1 — Group Interview via Video Conference

Candidates selected based on their documents will be invited to a group session via video conference or a recording. In this meeting, you will learn more about the position, the company, and the working conditions.

Step 2 — Individual Interview via Video Conference

An individual interview via video conference will be conducted with selected candidates. The goal is simple: to get to know you, understand your background and suitability for the position better.

Step 3 — Personal Meeting

We meet the selected candidates in person and make our final decision.

Application

Take the time to get to know us before submitting your application.

Your application must include a CV, a cover letter addressed to Robin Bader, President of Swiss Serenity Holding SA, as well as a copy of your IAF diploma. Incomplete applications will not be considered.

We look forward to learning about your background and reviewing your application.