Senior Wealth Planner & Relationship Manager; w​/m​/d

Swiss Life Wealth Management AG is a burgeoning and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports clients in all aspects of private finance and wealth management. We aim to advise independently, addressing individual needs for a confident financial future.

We offer a straightforward company culture, hands‑on mindset, flat hierarchies, and exciting development opportunities. Ready for the challenge?

• Assume a leading role in holistic advice to clients in wealth and retirement planning at the Bern location.
• Develop and implement complex advisory concepts in investment, wealth organisation and tax optimisation independently at the highest level.
• Continuously manage individual wealth‑management mandates and ensure high service quality.
• Take professional responsibility, support team building and further development, and actively contribute to staff training.
• Represent the company at target‑group specific client acquisition events such as seminars, webinars or representative occasions, confidently driving growth.

• University (Uni/FH) degree, ideally complemented by a financial planner training; several years of experience in holistic wealth planning.
• Expertise in investments, pensions, tax and financing, delivering bespoke solutions for demanding clients.
• Entrepreneurial mindset, proactive and positive attitude, driving new initiatives.
• Ideally own an affluent client book and capable of building sustainable relationships.
• Fluency in German (native) and plus English and other languages.

Münzgraben 2, 3011 Bern

Petra Bärtsch – Talent Acquisition Partner

Employment conditions and remuneration:

• Market‑oriented base salary
• Bonus tied to company success and personal performance
• 25 to 30 vacation days
• Acknowledgement of service anniversaries in five‑year rhythm

Development possibilities:

• Internal training program
• Support for external training
• Electronic learning platform
• Annual performance discussion and development plan
• Talent development programmes
• Career planning
• E‑coaching tool

Family benefits:

• Free consulting and mediation services for family matters
• Birth allowance
• Up to six months maternity leave, at least 16 weeks of full salary
• 15 days paid paternity leave
• Up to 10 days per year to care for ill relatives outside the same household

Flexibility:

• Flexible working hours
• Mobile office
• Time‑out models
• Flexible work models 58+

Health:

• Health events and courses
• Healthy and balanced nutrition in company restaurant
• Physiotherapy and massage offer
• Company‑supported sports offer
• In‑house consultation for physical and mental health as needed

Discounts:

• Individual financial and legal precaution guidance
• Mortgage discount
• Swiss Life investment products
• Preferred conditions with various partner companies
• Up to 35% discount for public transport
• Meal allowance (excluding Directorate)
• Reka‑checks (excluding Directorate)

Social benefits:

• Up to 65% discount on premium contributions for the 3rd pillar life insurance
• Pension fund with employer contributions of about 70% (savings and risk contributions)
• Above‑average benefits for accident and illness

Swiss Life Wealth Managers provides high‑net‑worth individuals reliable guidance through all financial questions, whether about private retirement, financial planning or wealth management.