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Senior Wealth Planner & Relationship Leader
Job in
3000, Bern, Canton de Berne, Switzerland
Listed on 2026-06-08
Listing for:
Swiss Life AG
Full Time
position Listed on 2026-06-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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