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Senior Wealth Planner & Relationship Leader

Job in 3000, Bern, Canton de Berne, Switzerland
Listing for: Swiss Life AG
Full Time position
Listed on 2026-06-08
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 125000 CHF Yearly CHF 100000.00 125000.00 YEAR
Job Description & How to Apply Below

Swiss Life AG in Bern sucht einen (Senior) Wealth Planner & Relationship Manager (w/m/d) zur Leitung der Kundenberatung in Vermögensfragen. Sie übernehmen Verantwortung in der Vermögens- und Pensionierungsplanung, entwickeln anspruchsvolle Beratungskonzepte und sichern die Qualität unserer Dienstleistungen.

Die ideale Kandidatin oder der ideale Kandidat hat einen Hochschulabschluss, umfassende Erfahrung in der Wealth Planning Beratung und spricht fließend Deutsch. Zusätzliche Sprachkenntnisse sind von Vorteil.

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Position Requirements
10+ Years work experience
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