Associate Financial Planner & Relationship Manager 100%

Associate Financial Planner & Relationship Manager (w/m/d) 100% We at Swiss Life Wealth Managers are an up-and-coming and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our clients in all matters relating to private finances and asset management. Our goal is to advise them holistically, independent of product interests, and to offer them solutions tailored individually to their needs. This allows them to make the right decisions for a financially confident future in a self-determined manner and to realize their goals. An uncomplicated corporate culture, a hands-on mindset, flat hierarchies, and exciting development opportunities await you with us. Are you ready for the challenge? Associate Financial Planner & Relationship Manager (w/m/d) 100% Live your ambitions Luzern Swiss Life Wealth Management AG Live versatility Your area of responsibility Together with our experienced consultants, you will develop comprehensive and objective wealth plans for our sophisticated clients You analyze individual client situations, create sound client documentation, and present your results professionally and convincingly A tailor-made investment concept, individual financial planning, a suitable mortgage strategy, or a tax optimization concept – this requires a lot of expertise? Exactly, that is why we train you on and off the job to become a Wealth Planner After successful completion as an eidg. dipl. Finanzplaner or eidg. dipl. Finanzplanerin, you will independently take on client responsibility and accompany long-term client relationships Live potentials Your strengths You have a university degree (Uni/FH) and are interested in holistic asset management with a long-term advisory approach With commitment, initiative, and team spirit, you want to actively make a difference and help shape further development You consistently place the needs of our clients at the center and convince with a responsible way of working You communicate with style in German (mother tongue); English and other national languages are a plus and ideally round off your profile Your contact Bärtsch Talent Acquisition Partner About Swiss Life Wealth Managers Swiss Life Wealth Managers offers sophisticated private individuals reliable navigation through all financial questions – whether it is about private pension, financial planning, or asset management. For recruitment agencies Swiss Life does not accept unsolicited application dossiers from recruitment agencies for this position. Only applications submitted via the recruitment agency portal after prior arrangement will be considered. Any responsibility for unsolicited applications as well as any fees/costs incurred is declined. Thank you for your understanding. jpid727d815jm jit0833jm jiy26jm