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Senior Wealth Planner & Client Relations Lead
Job in
3000, Bern, Canton de Berne, Switzerland
Listed on 2026-08-21
Listing for:
Swiss Life AG
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Swiss Life Wealth Managers sucht eine erfahrene Fachperson als (Senior) Wealth Planner & Relationship Manager in Bern. Sie beraten Kundinnen und Kunden ganzheitlich in Vermögensplanung, Anlagen, Pensionierung und Steuern und tragen Verantwortung für individuelle Mandate.
Sie bringen Hochschulabschluss (Uni/FH) mit und idealerweise eine Weiterbildung als Finanzplaner/in sowie mehrjährige Praxis in der ganzheitlichen Wealth Planning Beratung.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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