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

About the job

We at Swiss Life Wealth Managers are a burgeoning and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our clients in all matters concerning private finances and asset management. Our aim 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 realise their goals.
With us, you can expect an uncomplicated corporate culture, a hands-on mindset, flat hierarchies, and exciting development opportunities. Are you ready for the challenge?

• You take on a leading role in the holistic advice of our clients in asset planning and organisation as well as in retirement planning at the Bern location
• You independently develop demanding and complex advisory concepts in the areas of investments, asset organisation, and tax optimisation and implement them at the highest level
• You take continuous care of our individual asset management mandates and ensure a high level of service quality
• As an experienced professional, you assume technical responsibility, support the building 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 appear confident and significantly drive our growth

• You have a university degree (Uni/FH), ideally complemented 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, as well as a strong acquisition-oriented, proactive, and positive attitude characterise you and drive you to actively advance new topics
• Ideally, you have already managed your own client portfolio in the upper affluent segment and are able to build sustainable client relationships
• You communicate confidently in German (native language); English and other national languages are a plus

• Market-oriented base salary
• Bonus depending on company success and personal performance
• Between 25 and 30 days of holiday
• 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