More jobs:
Senior Wealth Planner & Client Relationship Architect
Job in
3000, Bern, Canton de Berne, Switzerland
Listed on 2026-08-08
Listing for:
Swiss Life AG
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Swiss Life Wealth Managers in Bern sucht eine/n Senior Wealth Planner & Relationship Manager (w/m/d) 100%. Sie beraten vermögende Kundinnen und Kunden ganzheitlich in Vermögensplanung, Pensionierung und Steueroptimierung und übernehmen eine führende Rolle am Standort Bern.
Sie entwickeln individuelle Lösungen, betreuen Mandate eigenverantwortlich, bauen das Team mit auf und akquirieren neue Kundschaft durch Fachseminare, Webinare und Events.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×