Associate Consultant & 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 matters related to private finance 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 informed decisions for a financially confident future and achieve their goals. 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? Living diversity Your area of responsibility ## • Together with our experienced advisors, 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 customized 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, you will take on independent customer responsibility and accompany long-term customer relationships Living potential Your strengths ## • 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 make a difference 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 Your workplace ## Hirschengraben 33, 6003 Lucerne Your contact ## Talent Acquisition Partner Petra Bärtsch contact form