Salary by experience
View as table
| Experience | Salary (CHF) |
|---|---|
| 0-2 yrs | CHF 91'000 |
| 3-5 yrs | CHF 87'675 |
| 6-8 yrs | CHF 94'727 |
| 9-11 yrs | CHF 99'897 |
| 12-21 yrs | CHF 104'240 |
| 21+ yrs | CHF 105'625 |
Top HR
Swiss professionsBusiness, Administration & Tourism
Fachmann/-frau für Personalvorsorge BP
You manage investment processes and advise insured persons on occupational pension planning.
01 · Overview
What this profession is about
As a specialist in occupational pension planning, you manage investment strategies, process insurance benefits, and advise employees on their pension funds.
You take responsibility for your clients' occupational pension planning. You guide investment strategies, review ESG criteria, and implement decisions. You handle administrative processes, entries and exits, and benefits upon retirement or disability independently. You also support supervisory boards and lead specialist teams. Your knowledge of legal requirements and cooperation rules makes you an indispensable link between the financial world and employees.
FieldBusiness, Administration & Tourism
Education pathContinuing Education Profession
IndustryBanking & Insurance
Swissdoc 0.615.15.0
02 · Salary
What you can earn
✓ Strong salary match
Salaries reflect Swiss market data. Range covers entry to senior. Salary reference based on Human Resources Benefits Coordinator. Based on 935 observations, updated 7 months ago.
Salary trend
-2% over decadeView as table
| Period | Salary (CHF) |
|---|---|
| 2014-2016 | CHF 100'000 |
| 2017-2019 | CHF 94'726 |
| 2020-2022 | CHF 97'000 |
| 2023-2025 | CHF 98'000 |
Top earning cantons
View as table
| Canton | Salary | Obs. |
|---|---|---|
| Geneva | CHF 106'362 | 64 |
| Zug | CHF 104'500 | 31 |
| Basel-Stadt | CHF 101'406 | 28 |
| St. Gallen | CHF 100'262 | 12 |
| Lucerne | CHF 100'000 | 31 |
| Zurich | CHF 99'750 | 253 |
Top paying industries
View as table
| Industry | Salary | Obs. |
|---|---|---|
| Banking / Financial institutions | CHF 119'750 | 72 |
| Chemicals / Pharmaceuticals | CHF 114'000 | 51 |
| Insurance | CHF 111'521 | 35 |
| Utilities | CHF 110'129 | 26 |
| Information technology / Telecom | CHF 105'000 | 41 |
| Education | CHF 102'750 | 24 |
03 · Pathway
How to enter and grow
Swiss training pathway available in the full profile
- 🎓 Fachmann/-frau für Personalvorsorge mit eidg. Fachausweis
- ⏱ 2 Jahre (45-50 Schultage), berufsbegleitend
Official education path
The part-time course lasts 2 years and prepares you for the federal professional certificate.
Typical training path
Fachmann/-frau für Personalvorsorge mit eidg. Fachausweis
Prerequisites
- Completed basic training as a Kaufmann/-frau EFZ
- Diploma from an SBFI-recognized commercial middle school
- Gymnasiale Maturität or equivalent training
Requirements
- Service orientation
- Ability to work in a team
- Good business management knowledge
- Organizational skills
- Sense of responsibility
04 · Skills & fit
What it takes
Required skills
- Pension planning expertise
- Analytical strength
- Communication skills
- Organizational skills
Personality fit
- Swiss career path
- Career transition
- Professional growth
05 · Daily reality
What the work feels like
Typical day
In the morning, you check current investment risks and prepare documents for the next supervisory board meeting. In the afternoon, you advise employees on their freedom of movement benefits and coordinate technical administration steps with insurance partners.
- You continuously manage investment processes and support strategy development.
- You review traditional and alternative investment instruments for their profitability.
- You monitor portfolios and propose adjustments when needed.
- You implement investment decisions independently and document them thoroughly.
- You consistently integrate ESG criteria into the selection of investment instruments.
- You take full responsibility for administrative processes and technical administration.
- You process entries and exits, as well as benefits upon retirement or disability.
- You support the supervisory board with important decisions and prepare documents.
- You lead employees, define their goals, and check their implementation.
- You advise insured persons comprehensively on legal and insurance-related questions.
Working conditions
You work in pension institutions, pension funds, or at banks and insurance companies. You often also support collective or joint institutions and audit offices.
Where to learn
- Fachschule für PersonalvorsorgeBälliz 64, 3600 Thun
- VVP Verband Verwaltungsfachleute für PersonalvorsorgeGreyerzstrasse 65, 3013 Bern
- ASIP – Schweizerischer PensionskassenverbandKreuzstrasse 26, 8008 Zürich
Strengths
- Pension planning expertise
- Analytical strength
- Communication skills
- Organizational skills
Trade-offs
- High responsibility
- Regulatory pressure
- Complex coordination
- Attention to detail
06 · Similar
