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 aim is to advise them holistically, independent of product interests, and to offer them solutions individually tailored to their needs. This allows them to make the right decisions for a financially confident future and realize their goals in a self-determined manner. 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? Living versatility Your area of responsibility ## • Together with our experienced consultants, you will develop comprehensive and objective wealth plans for our sophisticated clients • You will analyze individual client situations, create sound client documentation, and present your results professionally and convincingly • A tailor-made investment concept, an individual financial plan, 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 Living 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 place of work ## Hirschengraben 33, 6003 Luzern Your contact ## Talent Acquisition Partner Petra Bärtsch Kontaktformular