Salary by experience
View as table
| Experience | Salary (CHF) |
|---|---|
| 0-2 yrs | CHF 96'166 |
| 3-5 yrs | CHF 94'666 |
| 6-8 yrs | CHF 110'650 |
| 9-11 yrs | CHF 120'369 |
| 12-21 yrs | CHF 134'000 |
| 21+ yrs | CHF 132'000 |
Top HR
Swiss professionsBusiness, Administration & Tourism
Finanz- und Anlageexperte/-expertin HFP
You advise international clients on complex financial and investment strategies.
01 · Overview
What this profession is about
You analyze markets. You develop investment concepts. You manage wealthy clients on an international level.
As a Finanz- und Anlageexperte/-expertin HFP, you combine deep expertise with strategic thinking. You guide clients through wealth planning. You evaluate complex financial products. You consider tax and legal frameworks. Your focus is on long-term, sustainable investment goals. You constantly adapt to changing global markets and new regulations.
FieldBusiness, Administration & Tourism
Education pathContinuing Education Profession
IndustryBanking & Insurance
Swissdoc 0.615.2.0
02 · Salary
What you can earn
✓ Strong salary match
Salaries reflect Swiss market data. Range covers entry to senior. Salary reference based on Finance and Investment Analyst. Based on 676 observations, updated 7 months ago.
Salary trend
+12% over decadeView as table
| Period | Salary (CHF) |
|---|---|
| 2014-2016 | CHF 98'100 |
| 2017-2019 | CHF 105'000 |
| 2020-2022 | CHF 110'000 |
| 2023-2025 | CHF 110'000 |
Top earning cantons
View as table
| Canton | Salary | Obs. |
|---|---|---|
| Berne | CHF 130'000 | 14 |
| Zurich | CHF 123'345 | 124 |
| Basel-Stadt | CHF 118'750 | 14 |
| Vaud | CHF 113'000 | 59 |
| Lucerne | CHF 102'250 | 12 |
| Geneva | CHF 100'820 | 89 |
Top paying industries
View as table
| Industry | Salary | Obs. |
|---|---|---|
| Utilities | CHF 140'000 | 9 |
| Insurance | CHF 125'000 | 24 |
| Commercial operation / Skilled crafts | CHF 117'500 | 6 |
| Chemicals / Pharmaceuticals | CHF 114'500 | 62 |
| Service sector in general | CHF 110'000 | 11 |
| Catering / Hotel | CHF 110'000 | 7 |
03 · Pathway
How to enter and grow
Swiss training pathway available in the full profile
- 🎓 dipl. Finanz- und Anlageexperte/-expertin
- ⏱ 15 Monate, berufsbegleitend
Official education path
The part-time course lasts 15 months. It provides the necessary qualifications for the federal exam.
Typical training path
dipl. Finanz- und Anlageexperte/-expertin
Prerequisites
- eidg. Fachausweis, eidg. Diplom, Bachelor of a Fachhochschule in Business, or Bachelor of a university in Economics (or equivalent) and 3 years of professional experience in banking or finance
- Required module completions or equivalence confirmations
Requirements
- Analytical skills
- Negotiation skills
- Client-oriented behavior
Where this can lead
Career changers can prepare with preparatory courses in math and accounting. They can also rely on existing academic degrees.
04 · Skills & fit
What it takes
Required skills
- Analytical thinking
- Negotiation skills
- Client focus
- International competence
Personality fit
- Swiss career path
- Career transition
- Professional growth
05 · Daily reality
What the work feels like
Typical day
You sit at your desk and check current market data. You optimize your clients' assets. You analyze investment proposals and check legal details. You prepare information for the next client meeting.
- You analyze financial markets and evaluate different asset classes for your clients.
- You develop personalized financial planning concepts. You consider tax regulations carefully.
- You check complex financial instruments and structured products. You assess their suitability.
- You manage international clients. You know their legal frameworks well.
- You constantly monitor the performance of assigned investment portfolios.
- You update your knowledge of corporate governance and sustainability standards.
Working conditions
You mainly work in senior management at banks and insurance groups. You can also establish yourself as a self-employed professional in finance.
Where to learn
- AZEK Swiss Training Centre for Investment ProfessionalsFranklinstrasse 27, 8050 Zürich
- Swiss Financial Analysts Association SFAA PrüfungssekretariatFeldstr. 80, 8180 Bülach
Strengths
- Analytical thinking
- Negotiation skills
- Client focus
- International competence
Trade-offs
- High responsibility
- Continuous training
- Complex products
- Client contact
06 · Similar
