Financial Planner & Relationship Manager (w/m/d) 100%

Live your ambitions Luzern Swiss Life Wealth Management AG 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 wealth 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. 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 /> • You advise and support our customers holistically in wealth 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, wealth 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 wealth 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 <br /> Live potentials Your strengths <br /> • 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 wealth management • As a competent contact person for topics such as investments, pensions, taxes, and financing, you quickly recognize customer needs and develop tailored, customized solutions • Entrepreneurial thinking, design will, and an acquisition-strong, positive, and open-minded personality 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 <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 provision, financial planning, or wealth management. For personnel placements Swiss Life does not accept unsolicited application documents from recruitment agencies for this position. Only applications submitted after prior agreement via the recruitment 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.