Associate Consultant & Relationship Manager Wealth Management (w/m/d) 100%

Live your ambitions Lucerne / Zug Swiss Life Wealth Management AG We at Swiss Life Wealth Managers are an up-and-coming and agile startup within the Swiss Life group of companies. Our team of experienced financial consultants supports our customers in all questions related to private finances and asset management. Our claim is to advise them holistically, detached from product interests, and to offer them individually tailored solutions that meet their needs. This way, they can make the right decisions for a financially confident future and achieve their goals independently. At our company, you can expect an uncomplicated corporate culture, a hands-on mindset, flat hierarchies, and exciting development opportunities. Are you ready for the challenge? Live diversity Your area of responsibility <br /> • Together with our experienced consultants, you will develop comprehensive and objective asset plans for our demanding customers • You analyze individual customer situations, create well-founded customer documentation, and present your results professionally and convincingly • A tailored investment concept, an individual financial plan, a suitable mortgage strategy, or a tax optimization concept - that requires a lot of expertise? Exactly, that's why we train you on and off the job as a wealth planner • After successfully completing the eidg. dipl. financial planner or eidg. dipl. financial planner, you will take on independent customer responsibility and accompany long-term customer relationships • Flexibility and openness characterize you; deployments at our locations in Zug and Lucerne you see as a varied enrichment <br /> Live potential Your strengths <br /> • You have a university degree (uni/FH) and are interested in holistic asset management with a long-term consulting approach • With commitment, initiative, and team spirit, you want to actively move something and help shape the further development • You consistently put the needs of our customers at the center and convince with a responsible working method • Flexibility and openness characterize you - deployments at our locations in Zug and Lucerne you see as a varied enrichment • You communicate confidently in German (mother tongue); English and other national languages are a plus and ideally round out your profile <br /> Your contact Petra Bärtsch Talent Acquisition Partner About Swiss Life Wealth Managers Swiss Life Wealth Managers offers demanding private individuals a reliable navigation through all financial questions - whether it's about private retirement planning, financial planning, or asset management. For personnel placements Swiss Life does not accept unsolicited application documents from personnel agencies for this position. Only applications that have been submitted after prior agreement via the personnel agency portal (https://wd3.myworkday.com/wday/authgwy/swisslife/login.htmld?redirect=n) will be considered. We reject any responsibility for unsolicited applications and any resulting fees/costs. Thank you for your understanding.