(Senior) Wealth Planner & Relationship Manager (m/f/d) 100%

We at Swiss Life Wealth Managers are an up-and-coming and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our customers in all matters related to private finances and wealth management. Our aim is to advise them holistically, independent of product interests, and to offer them solutions individually tailored to their needs. This allows them to make the right decisions for a financially confident future in a self-determined manner and to realize their goals.
At our company, you can expect an uncomplicated corporate culture, a hands-on mindset, flat hierarchies, and exciting development opportunities. Are you ready for the challenge?

Living versatility

Your area of responsibility ##

• You will take on a leading role in the holistic advice of our customers in wealth planning and organization as well as in retirement planning at the Bern location
• You will independently develop demanding and complex advisory concepts in the areas of investments, wealth organization, and tax optimization and implement them at the highest level
• For our individual wealth management mandates, you will take over continuous support and ensure a high service quality
• As an experienced personality, you will take on professional responsibility, support the establishment and further development of the team, and actively participate in the training of employees
• In target-group-specific customer acquisition such as specialist seminars, webinars, or representative events, you will appear confidently and significantly drive our growth forward

Living potentials

Your strengths ##

• You have a university degree (Uni/FH), ideally supplemented by further training as a financial planner, and bring several years of experience in holistic Wealth Planning advisory
• You have proven expertise in the areas of investments, retirement, taxes, and financing and develop tailor-made solutions for demanding customers
• Entrepreneurial thinking, a desire to shape, as well as an acquisition-strong, cheerful, and positively thinking nature characterize you and drive you to actively advance new topics
• Ideally, you have already managed your own client book in the upper affluent segment and are able to build sustainable customer relationships
• You communicate with style in German (native language); English and other national languages are a plus

Your place of work ##

Münzgraben 2, 3011 Bern

Your contact ##

Talent Acquisition Partner

Petra Bärtsch contact form