Financial Planner & Relationship Manager 100%

Financial Planner & Relationship Manager (w/m/d) 100% We at Swiss Life Wealth Managers are an emerging 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, independent of product interests, and offer them individually tailored solutions to meet their needs. This way, they can make the right decisions for a financially confident future and achieve 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? Financial Planner & Relationship Manager (w/m/d) 100% Live your ambitions Luzern Swiss Life Wealth Management AG Live diversity Your area of responsibility You advise and support our customers holistically in asset planning and organization as well as in pension planning at our location in Luzern You work out complex consulting concepts in the areas of investments, asset organization, and tax optimization independently and implement them professionally You carefully implement the solutions developed and ensure that each consultation is both technically and personally convincing For our individual asset management mandates, you take over the continuous support and ensure a high level of service quality In target group-specific customer acquisition - such as specialist seminars, webinars, or other representative tasks - you actively participate and support our growth Live potentials Your strengths You have a university degree (uni/FH), ideally supplemented by further training as a financial advisor or financial planner; in addition, you have in-depth experience in holistic wealth planning and relationship management in asset management As a competent contact person for topics such as investments, pensions, taxes, and financing, you recognize customer needs and develop suitable, tailored solutions Entrepreneurial thinking, design will, and an acquisition-strong, positive, and open-minded nature characterize you and drive you to actively advance new topics Ideally, you have already managed your own customer book in the upper affluent segment and are able to build sustainable customer relationships You communicate confidently in German (mother tongue); English and other national languages are a plus Your contact 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 provision, financial planning, or asset management. For personnel placements Swiss Life does not accept unsolicited application documents from personnel agencies for this position. Only applications submitted after prior agreement via the personnel agency portal will be considered. We reject any responsibility for unsolicited applications and any resulting fees/costs. Thank you for your understanding. jpida4b3800jm jit0727jm jiy26jm