Auf einen Blick
- Aufgaben: Help clients lead self-determined lives while managing their wealth.
- Arbeitgeber: Join Swiss Life, a leader in financial services focused on personal and professional growth.
- Mitarbeitervorteile: Enjoy flexible work options, 25-30 days of leave, and extensive training opportunities.
- Warum dieser Job: Shape the future with your creativity in a supportive and responsible environment.
- Gewünschte Qualifikationen: Experience in relationship management and wealth advisory is preferred.
- Andere Informationen: No spontaneous applications accepted; only those through agreed recruitment channels.
Das voraussichtliche Gehalt liegt zwischen 43200 - 72000 € pro Jahr.
Shape the future. Yours and ours.
Would you like to help people to lead a self-determined life? And do you want to use your creative scope to reconcile your professional and personal ambitions? Then we can offer you an exciting prospect: at Swiss Life you will be able to deploy your individual talents and expertise in a stimulating and flexible work environment. What’s more, you will be given a good measure of responsibility and can thus contribute to shaping the future of Swiss Life.
Your area of responsibility
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Your strengths
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Your benefits
We help our employees to shape their professional development and their private life to their best advantage and throughout all phases of their life. Our attractive benefits , such as options for working from home, 25 to 30 days of leave, 3rd pillar premium contributions and a broad range of continued training options contribute to this goal.
Information for recruitment agencies
For this position, Swiss Life is not accepting any application dossiers from recruitment agencies that are submitted spontaneously. Only applications submitted by prior agreement via the recruitment agency jobs portal will be accepted.
No liability will be accepted for spontaneous applications and any fees/costs incurred by them. Thank you for your understanding.
Your contact
Annop Pongnut
Tel:
+41 43 284 91 11
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(Senior) Relationship & Wealth Manager, 80-100% (w/m/d) Arbeitgeber: Swiss Life Group

Kontaktperson:
Swiss Life Group HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: (Senior) Relationship & Wealth Manager, 80-100% (w/m/d)
✨Tip Number 1
Fokussiere dich auf deine zwischenmenschlichen Fähigkeiten. In der Rolle als Relationship & Wealth Manager ist es entscheidend, starke Beziehungen zu Kunden aufzubauen. Überlege dir konkrete Beispiele, wie du in der Vergangenheit erfolgreich mit Kunden kommuniziert und ihre Bedürfnisse erfüllt hast.
✨Tip Number 2
Informiere dich über die aktuellen Trends im Wealth Management. Zeige dein Interesse an der Branche, indem du über neue Entwicklungen und Strategien sprichst, die du in deiner zukünftigen Rolle anwenden könntest. Das zeigt, dass du proaktiv bist und bereit, dich weiterzuentwickeln.
✨Tip Number 3
Nutze dein Netzwerk! Sprich mit aktuellen oder ehemaligen Mitarbeitern von Swiss Life, um mehr über die Unternehmenskultur und die Erwartungen an die Position zu erfahren. Diese Informationen können dir helfen, dich besser auf das Gespräch vorzubereiten.
✨Tip Number 4
Bereite dich darauf vor, deine Erfolge im Bereich Kundenmanagement zu präsentieren. Sei bereit, spezifische Ergebnisse und Kennzahlen zu teilen, die deine Fähigkeit belegen, Kundenbeziehungen erfolgreich zu managen und den Umsatz zu steigern.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: (Senior) Relationship & Wealth Manager, 80-100% (w/m/d)
Tipps für deine Bewerbung 🫡
Understand the Role: Take the time to thoroughly read the job description for the (Senior) Relationship & Wealth Manager position. Understand the key responsibilities and required strengths to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in relationship management and wealth advisory. Use specific examples that demonstrate your ability to help clients lead self-determined lives.
Showcase Your Skills: Make sure to highlight any relevant skills that align with the job requirements, such as communication, problem-solving, and financial expertise. This will help you stand out as a strong candidate.
Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your passion for the role and the company. Explain why you want to work at Swiss Life and how you can contribute to shaping its future.
Wie du dich auf ein Vorstellungsgespräch bei Swiss Life Group vorbereitest
✨Show Your Passion for Helping Others
As a Relationship & Wealth Manager, your role is to help clients lead self-determined lives. Make sure to express your genuine passion for helping others during the interview. Share specific examples of how you've positively impacted clients in the past.
✨Demonstrate Your Flexibility and Creativity
Swiss Life values a stimulating and flexible work environment. Be prepared to discuss how you have adapted to changing circumstances in previous roles and how your creative problem-solving skills can benefit the company.
✨Highlight Your Professional Development Goals
The company emphasizes professional development. Discuss your career aspirations and how they align with Swiss Life's mission. Mention any relevant training or certifications you are pursuing or plan to pursue.
✨Prepare Questions About Company Culture
Show your interest in the company by preparing thoughtful questions about its culture and values. Ask about how Swiss Life supports employees in balancing their professional and personal lives, as this aligns with the company's focus on employee well-being.