Wealth Planner & Relationship Manager 100%

(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 clients in all matters relating to private finances and wealth management. Our goal 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. An uncomplicated corporate culture, a hands\-on\-mindset, flat hierarchies, and exciting development opportunities await you with us. Are you ready for the challenge? (Senior) Wealth Planner \& Relationship Manager (m/f/d) 100% Live your ambitions Bern Swiss Life Wealth Management AG Live versatility Your area of responsibility You will take on a leading role in the holistic advisory 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 care 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 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 Live 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 In the areas of investments, retirement, taxes, and financing, you have proven expertise and develop tailor-made solutions for demanding clients Entrepreneurial thinking, a will 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 contact Bärtsch Talent Acquisition Partner About Swiss Life Wealth Managers Swiss Life Wealth Managers offers demanding private individuals reliable navigation through all financial questions – whether it is about private pension, financial planning, or wealth management. For recruitment agencies Swiss Life does not accept unsolicited application dossiers from recruitment agencies for this position. Only applications submitted via the recruitment agency portal after prior arrangement will be considered. Any responsibility for unsolicited applications as well as any fees/costs incurred is declined. Thank you for your understanding. jpidb4c7b15jm jit0834jm jiy26jm