(Senior) Relationship & Wealth Manager, 80-100% (w/m/d)
Jetzt bewerben
(Senior) Relationship & Wealth Manager, 80-100% (w/m/d)

(Senior) Relationship & Wealth Manager, 80-100% (w/m/d)

Vollzeit 72000 - 108000 € / Jahr (geschätzt) Kein Home Office möglich
Jetzt bewerben
Swiss Life

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 dynamic environment.
  • Gewünschte Qualifikationen: Bring your expertise and passion for finance to make a real impact.
  • Andere Informationen: This role is available in multiple locations across Switzerland.

Das voraussichtliche Gehalt liegt zwischen 72000 - 108000 € pro Jahr.

(Senior) Relationship & Wealth Manager, 80-100% (w/m/d)

Apply locations: Aarau, Rapperswil, Rathausstrasse, Luzern, Zürich, Switzerland – Basel

Time type: Full time

Posted on: Posted Yesterday

Job requisition ID: R05695

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

Your strengths

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

About Us

Would you like to apply your know-how and passion in a targeted manner? We support you in your professional as well as in your personal development. If you are looking for a career with a future, we would like to welcome you to Swiss Life!

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(Senior) Relationship & Wealth Manager, 80-100% (w/m/d) Arbeitgeber: Swiss Life

At Swiss Life, we pride ourselves on being an exceptional employer that empowers our employees to balance their professional and personal lives effectively. With flexible working options, generous leave policies, and a commitment to continuous training, we foster a supportive work culture that encourages individual growth and creativity. Join us in shaping the future while enjoying a rewarding career in beautiful locations across Switzerland.
Swiss Life

Kontaktperson:

Swiss Life HR Team

StudySmarter Bewerbungstipps 🤫

So bekommst du den Job: (Senior) Relationship & Wealth Manager, 80-100% (w/m/d)

✨Tip Number 1

Networking is key in the finance and wealth management industry. Attend industry events, webinars, or local meetups to connect with professionals in the field. This can help you gain insights into the company culture at Swiss Life and potentially get a referral.

✨Tip Number 2

Research Swiss Life's values and recent initiatives. Understanding their approach to client relationships and wealth management will allow you to tailor your conversations during interviews, demonstrating that you align with their mission.

✨Tip Number 3

Prepare for situational interview questions by reflecting on your past experiences. Think of specific examples where you've successfully managed client relationships or navigated complex financial situations, as these will be crucial in showcasing your expertise.

✨Tip Number 4

Stay updated on market trends and financial regulations. Being knowledgeable about current events in the finance sector will not only boost your confidence but also impress the interviewers with your commitment to continuous learning.

Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: (Senior) Relationship & Wealth Manager, 80-100% (w/m/d)

Client Relationship Management
Financial Planning
Wealth Management
Investment Strategies
Risk Assessment
Market Analysis
Communication Skills
Negotiation Skills
Sales Skills
Problem-Solving Skills
Regulatory Knowledge
Networking Skills
Empathy
Adaptability
Team Collaboration

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 skills, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in wealth management and relationship building. Use specific examples that demonstrate your ability to help clients lead self-determined lives.

Showcase Your Skills: Make sure to highlight any relevant certifications or training you have completed in financial services or client management. This will show Swiss Life that you are committed to your professional development.

Personalize Your Application: Address your cover letter to the hiring manager, if possible, and express your enthusiasm for the role and the company. Mention why you want to work at Swiss Life and how you align with their values.

Wie du dich auf ein Vorstellungsgespräch bei Swiss Life vorbereitest

✨Understand the Company Culture

Before your interview, take some time to research Swiss Life's company culture. Understand their values and how they align with your own. This will help you demonstrate that you're a good fit for the team.

✨Showcase Your Relationship Management Skills

As a Relationship & Wealth Manager, your ability to build and maintain client relationships is crucial. Prepare examples from your past experiences where you've successfully managed client relationships and contributed to their financial well-being.

✨Prepare Questions for Your Interviewers

Having thoughtful questions ready shows your interest in the role and the company. Ask about the team's approach to client management or how they support employees in their professional development.

✨Highlight Your Flexibility and Adaptability

Swiss Life values a stimulating and flexible work environment. Be prepared to discuss how you've adapted to changes in your previous roles and how you can bring that flexibility to the team.

(Senior) Relationship & Wealth Manager, 80-100% (w/m/d)
Swiss Life
Jetzt bewerben
Swiss Life
  • (Senior) Relationship & Wealth Manager, 80-100% (w/m/d)

    Vollzeit
    72000 - 108000 € / Jahr (geschätzt)
    Jetzt bewerben

    Bewerbungsfrist: 2027-06-04

  • Swiss Life

    Swiss Life

    1000 - 5000
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