Swiss Life AG
Luzern
Financial Planner & Relationship Manager (m/f/d) 100%
- 27 May 2026
- 100%
- Luzern
Job summary
Join Swiss Life Wealth Managers, an agile startup in finance. Here, you'll find a collaborative work environment with great growth opportunities.
Tasks
- Provide comprehensive financial consulting and planning for clients.
- Develop and implement tailored solutions for wealth management.
- Engage in customer acquisition through seminars and webinars.
Skills
- University degree with experience in wealth planning and management.
- Strong communication skills in German, with English as a plus.
- Entrepreneurial mindset with a focus on client needs and solutions.
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About the job
We at Swiss Life Wealth Managers are a growing 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 tailored individually to their needs. This enables them to make the right decisions independently for a financially confident future and to 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?
Your area of responsibility
- You advise and support our clients holistically in asset planning and organisation as well as in retirement planning at our location in Lucerne
- You independently develop complex advisory concepts in the areas of investments, asset organisation, and tax optimisation and conduct them professionally
- You carefully implement the developed solutions and ensure that every consultation convinces both professionally and personally
- You take on the continuous support for our individual asset management mandates and ensure a high level of service quality
- You actively participate in target group-specific customer acquisition – such as specialist seminars, webinars, or other representative tasks – and support our growth
Your strengths
- You have a university degree (Uni/FH), ideally complemented by further training as a financial advisor or financial planner; in addition, you bring solid experience in holistic wealth planning as well as in relationship management in asset management
- As a competent contact person for topics such as investments, retirement, taxes, and financing, you quickly recognise customer needs and develop suitable, customised solutions
- Entrepreneurial thinking, a willingness to shape, as well as a strong acquisition-oriented, proactive, and positive attitude characterise you and drive you to actively advance new topics
- Ideally, you have already managed your own client portfolio in the upper affluent segment and are able to build sustainable customer relationships
- You communicate confidently in German (native language); English and other national languages are a plus
- Market-oriented base salary
- Bonus depending on company success and personal performance
- Between 25 and 30 days of holiday
- Recognition of service anniversaries every five years
- Flexible working hours
- Mobile office
- Time-out models
- Flexible working models 58+
- Internal training offers
- Support for external education and training
About Swiss Life Wealth Managers
Swiss Life Wealth Managers offers discerning private clients reliable guidance through all financial questions – whether it concerns private pension provision, financial planning, or asset management.
