(Senior) Wealth Planner & Relationship Manager (w/m/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 clients in all matters relating to private finances and wealth management. Our aim is to advise them holistically, independent of product interests, and to offer them solutions tailored individually 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. You can expect an uncomplicated corporate culture, a hands-on mindset, flat hierarchies, and exciting development opportunities with us. 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 clients 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 • You will take on continuous support for our individual wealth management mandates and ensure a high quality of service • As an experienced personality, you will take on professional responsibility, support the buildup and further development of the team, and actively participate in the training of employees • You will appear confidently in target-group-specific customer acquisition such as specialist seminars, webinars, or representative events 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 advice • You have proven expertise in the areas of investments, retirement, taxes, and financing and develop tailor-made solutions for demanding clients • Entrepreneurial thinking, a desire to shape, and an acquisition-strong, upbeat, and positive-thinking manner 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 stylistic confidence 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