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Senior Wealth Planner & Relationship Architect
Job in
3000, Bern, Canton de Berne, Switzerland
Listed on 2026-08-25
Listing for:
Swiss Life Group
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Swiss Life Wealth Management AG in Bern sucht einen erfahrenen (Senior) Wealth Planner & Relationship Manager (w/m/d) 100%. Sie beraten vermögende Kundinnen und Kunden ganzheitlich, entwickeln individuelle Vermögensstrategien und übernehmen Verantwortung für Mandate und Kundenbeziehungen.
Sie bringen Hochschulabschluss (Uni/FH) mit Weiterbildungen im Finanzbereich mit und verfügen über mehrjährige Wealth Planning-Erfahrung. Führungsqualitäten und Akquise-Kompetenz runden das Profil ab.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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