Salary by experience
View as table
| Experience | Salary (CHF) |
|---|---|
| 0-2 yrs | CHF 140'000 |
| 3-5 yrs | CHF 120'000 |
| 6-8 yrs | CHF 131'250 |
| 9-11 yrs | CHF 119'189 |
| 12-21 yrs | CHF 138'000 |
| 21+ yrs | CHF 150'000 |
Top HR
Swiss professionsBusiness, Administration & Tourism
Vermögensberater/in BP
You advise clients on investments and manage their assets.
01 · Overview
What this profession is about
You advise individuals and companies on investments. You monitor portfolios and adjust strategies to market changes.
As a Vermögensberater/in BP, you accompany clients on their financial journey. You analyze their goals and develop suitable investment strategies. You monitor progress and clarify legal questions. You also inform clients about costs and adjust portfolios to market changes. Your work requires specialist knowledge, analytical thinking, and strong customer focus.
FieldBusiness, Administration & Tourism
Education pathContinuing Education Profession
IndustryBanking & Insurance
Swissdoc 0.615.26.0
02 · Salary
What you can earn
✓ Exact salary match
Salaries reflect Swiss market data. Range covers entry to senior. Salary reference based on Vermögens-Verwalterin. Based on 239 observations, updated 7 months ago.
Salary trend
+13% over decadeView as table
| Period | Salary (CHF) |
|---|---|
| 2014-2016 | CHF 120'000 |
| 2017-2019 | CHF 116'550 |
| 2020-2022 | CHF 131'125 |
| 2023-2025 | CHF 135'000 |
Top earning cantons
View as table
| Canton | Salary | Obs. |
|---|---|---|
| Geneva | CHF 150'150 | 37 |
| Berne | CHF 138'125 | 17 |
| Vaud | CHF 135'000 | 18 |
| Zurich | CHF 135'000 | 25 |
Top paying industries
View as table
| Industry | Salary | Obs. |
|---|---|---|
| Information technology / Telecom | CHF 171'000 | 7 |
| Banking / Financial institutions | CHF 148'000 | 128 |
| Utilities | CHF 136'000 | 11 |
| Public administration / Associations | CHF 118'500 | 50 |
03 · Pathway
How to enter and grow
Swiss training pathway available in the full profile
- 🎓 Vermögensberater/in mit eidg. Fachausweis
- ⏱ 6 Monate, berufsbegleitend
Official education path
The part-time course lasts 6 months. It prepares you for the federal specialist certificate.
Typical training path
Vermögensberater/in mit eidg. Fachausweis
Prerequisites
- eidg. Fähigkeitszeugnis (EFZ), Maturitätszeugnis or equivalent qualification and at least 3 years of professional experience in banking or finance
- eidg. Fachausweis (BP), eidg. Diplom (HFP), Diplom einer höheren Fachschule (HF), Diplom einer Fachhochschule (FH, at least Bachelor) or equivalent qualification and at least 2 years of professional experience in banking or finance
- University degree (Bachelor, Master or Doctorate) or equivalent qualification and at least 1 year of professional experience in banking or finance
- Required module completions or equivalency certificates
Requirements
- Analytical skills
- Connected thinking and action
- Flair for numbers
- Good business administration knowledge
04 · Skills & fit
What it takes
Required skills
- Analytical skills
- Customer focus
- Connected thinking
- Flair for numbers
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 review current market data with a client. You adjust their portfolio with clear goals. You explain the legal implications of the new strategy. You also clarify any open questions about the associated costs.
- You analyze the financial goals and requirements of your clients.
- You develop individual investment strategies and implement them carefully.
- You monitor financial transactions and adjust portfolios to market changes.
- You explain legal implications and inform clients about costs.
- You manage assets independently or hire specialized service providers.
- You report regularly on the development and status of assets.
Working conditions
You work in banks, independent asset management firms, or trust companies. You advise clients and manage assets. You may also lead an advisory team.
Where to learn
- AZEK Swiss Training Centre for Investment ProfessionalsFranklinstrasse 27, 8050 Zürich
Strengths
- Analytical skills
- Customer focus
- Connected thinking
- Flair for numbers
Trade-offs
- High responsibility
- Regulatory requirements
- Fluctuating markets
- Complex cases
06 · Similar
