Relationship Manager Private Banking Entrepreneurs & Executives (E&E) (w/m/d)

Luzerner Kantonalbank (LUKB) is today an integrated universal bank that successfully covers private banking, private banking, as well as corporate and commercial customer business. It combines the accessibility of a cantonal bank with the range of services and competence of a large bank. As one of the largest Swiss cantonal banks, it has competence centers that already serve the specific needs of companies, entrepreneurs, and professional real estate investors across cantonal borders.

The Private Banking Entrepreneurs & Executives (E&E) market segment accompanies entrepreneurs and their families as well as top executives (members of management boards and boards of directors) in the design, structuring, and long-term management of their total assets. In doing so, E&E works closely with the corporate customer business and bundles the extensive competencies that LUKB has built up internally in recent years. In addition to Wealth Planning (financial planning for entrepreneurs, tax planning, marriage & inheritance advice, succession management), these include the real estate competence center, asset management, and capital markets business.

For the further expansion and continued development of the Private Banking Entrepreneurs & Executives (E&E) market segment, we are looking for a strong-willed personality with entrepreneurial thinking.

Relationship Manager Private Banking Entrepreneurs & Executives (E&E) (w/m/d)

Your job at a glance

What you achieve with us

• Responsibility for the holistic support and further development of demanding customer relationships (acquisition and maintenance)
• Development and implementation of individual and holistic wealth strategies
• Targeted involvement and coordination of subject matter experts in cross-functional solution teams
• Identification and targeted management of acquisition and growth potential (systematic market development)
• Responsibility for advisory quality, customer orientation, and compliance with regulatory requirements
• Contribution to a performance-oriented, customer-focused team culture
• Representation of the department and the bank towards customers, stakeholders, and at events
• Participation in important initiatives for the further development of the department and LUKB

What you bring with you

• Several years of experience as a Relationship Manager in Private Banking (E&E; HNWI / UHNWI) or corporate customer business
• Advisory experience with entrepreneurs, entrepreneurial families, and executives
• Banking education with higher continuing education and a university degree (MSc or MAS) in Corporate Finance, tax law, auditing, law, or comparable
• Sound specialist knowledge in investment and credit business as well as in the structuring of complex assets
• Proven track record in the acquisition and development of customer relationships
• Understanding of customer needs, especially those of entrepreneurs and executives
• Passion and commitment to this task
• Conceptual and strategic working and acting
• Strong orientation toward implementation combined with negotiation skills
• Convincing personality with a confident and professional appearance
• Strong networking and communication skills
• Very good German and English skills; other languages are an advantage

Your advantages with us

More time for you

With us, cantonal and regional holidays are paid. Additionally, sabbaticals and extra vacation days for years of service await you.

Flexible working

Choose an individual working model and manage your own working hours.

Family-friendly

Benefit from generous maternity or paternity leave as well as additional family allowances.

Strong pension

With our company's own pension fund, you are on the safe side.

Individual development

We support you in your internal and external training and further education, so that you stay on the ball.

Exclusive advantages

Staff conditions on LUKB products and many external discounts protect your wallet.

Rahel Schärli

HR Business Partner

j4id10459415jm j4it1044jm j4iy26jm