(Senior) Relationship & Wealth Manager, 80-100% (m/f/d)

We at Swiss Life Wealth Managers are a growing and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our clients in all matters related to private finances and asset management. Our goal is to advise them holistically, independent of product interests, and to offer solutions tailored individually to their needs. This enables them to make the right decisions independently for a financially confident future and to achieve their goals.
With us, you can expect an uncomplicated corporate culture, a hands-on mindset, flat hierarchies, and exciting development opportunities.

• At one of our locations in Bern, Basel, Lucerne, Winterthur, St. Gallen, Rapperswil, Zug, or Zurich, you take responsibility and actively contribute to the success of our initiative
• You take care of training new employees and build a strong, committed advisory team
• You accompany our clients holistically in asset planning and organization and offer customized solutions
• You independently develop complex advisory concepts in the areas of investments, asset structuring, and tax optimization
• You manage our clients within the framework of individual asset management mandates and ensure that their long-term goals are achieved
• You are actively involved in target group-specific customer acquisition, whether through specialist seminars, webinars, or other representative tasks, and contribute to the growth of asset management mandates
• You actively participate in target group-specific customer acquisition such as specialist seminars, webinars, and other representative tasks

• You have a university degree (Uni/FH)
• You are a strong acquisition personality, positive and proactive
• You bring professional experience in customer consulting/financial consulting
• You are characterized by entrepreneurial thinking and the desire to make a difference and take responsibility
• You recognize customer needs and are able to offer tailored solutions
• Ideally, you already manage your own client portfolio in the upper affluent segment and build sustainable customer relationships
• You are a competent contact person and have either proven expertise or great interest in the areas of investments, retirement, taxes, and financing
• You communicate fluently in German (native language) both orally and in writing; English and/or any other national language are an advantage

• Market-oriented base salary
• Bonus depending on company success and personal performance
• Between 25 and 30 vacation days
• Recognition of service anniversaries every five years
• Flexible working hours
• Mobile office
• Time-out models
• Flexible working models 58+
• Internal training offers
• Support for external education and training