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

We at Swiss Life Wealth Managers are an emerging and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our clients in all matters related to personal finance and asset management. Our goal is to provide holistic advice free from product interests and to offer solutions tailored to your individual needs. This enables them to make informed decisions for a financially secure future and to achieve their goals.
With us, you can expect a straightforward 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 will take on responsibility and actively contribute to the success of our initiative
• You will take care of the training of new employees and build a strong, committed consulting team
• You will accompany our clients holistically in asset planning and organization and offer tailored solutions
• Independently, you will develop complex consulting concepts in the areas of investments, asset structuring, and tax optimization
• You will manage our clients within individual asset management mandates and ensure that their long-term goals are achieved
• In targeted client acquisition, whether through specialist seminars, webinars, or other representative tasks, you will be actively involved and contribute to the growth of asset management mandates
• In targeted client acquisition such as specialist seminars, webinars, and other representative tasks, you will actively participate

• You have a university degree (Uni/FH)
• You are a strong, positive, and acquisition-oriented personality
• You bring professional experience in client consulting/financial consulting
• You are characterized by entrepreneurial thinking and the willingness to make a difference and take on responsibility
• You recognize the needs of clients and are able to offer tailored solutions
• Ideally, you already have your own client portfolio in the upper affluent segment and build sustainable client 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), and English and/or any other national language is 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 offerings
• Support for external training and further education