Bern
(Senior) Wealth Planner & Relationship Manager (m/f/d) 100%
- 22 September 2026
- 100%
- Permanent position
- German (Native language), English (Fluent)
- Bern
About the job
We at Swiss Life Wealth Managers are a burgeoning and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our clients in all matters concerning private finances and asset management. Our aim is to advise them holistically, independent of product interests, and to offer solutions tailored individually to their needs. This enables them to make the right decisions independently for a financially confident future and to realise their goals.With us, you can expect an uncomplicated corporate culture, a hands-on mindset, flat hierarchies, and exciting development opportunities. Are you ready for the challenge?
(Senior) Wealth Planner & Relationship Manager (m/f/d) 100%
Live your ambitions
Bern
Swiss Life Wealth Management AG
Embrace versatility
Your area of responsibility
- You take on a leading role in the holistic advice of our clients in wealth planning and organisation as well as in retirement planning at the Bern location
- You independently develop demanding and complex advisory concepts in the areas of investments, wealth organisation, and tax optimisation and implement them at the highest level
- You take continuous care of our individual asset management mandates and ensure a high level of service quality
- As an experienced professional, you assume technical responsibility, support the building and further development of the team, and actively participate in the training of employees
- In target group-specific client acquisition such as specialist seminars, webinars, or representative events, you present yourself confidently and significantly drive our growth forward
Realise potential
Your strengths
- You have a university degree (Uni/FH), ideally complemented by further training as a financial planner, and bring several years of experience in holistic wealth planning advice
- You possess proven expertise in the areas of investments, retirement, taxes, and financing and develop bespoke solutions for demanding clients
- Entrepreneurial thinking, a desire to shape, as well as a strong acquisition-oriented, proactive, and positive attitude characterise you and drive you to actively advance new topics
- Ideally, you have already managed your own client portfolio in the upper affluent segment and are capable of building sustainable client relationships
- You communicate confidently in German (native language); English and other national languages are a plus
Your contact
Petra Bärtsch
Talent Acquisition Partner
About Swiss Life Wealth Managers
Swiss Life Wealth Managers offers discerning private individuals reliable guidance through all financial questions – whether it concerns private pension provision, financial planning, or asset management.
For recruitment agencies
Swiss Life does not accept unsolicited application dossiers from recruitment agencies for this position. Only applications submitted after prior agreement via the Recruitment Agency Portal will be considered.
Any responsibility for unsolicited applications and any fees/costs incurred is expressly declined. Thank you for your understanding.
