Wealth Planner (m/f/d)

About the job

We at Swiss Life Wealth Managers are an emerging and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our clients in all matters related to private finances and asset management. Our goal is to advise them holistically, independent of product interests, and to offer solutions tailored individually to their needs. This way, they can make the right decisions independently for a financially confident future and realize 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?

• You advise and support our clients holistically in asset and pension planning as well as asset organization at our location in Lucerne
• You independently develop complex advisory concepts in the areas of investments, asset organization, and tax optimization and implement them professionally
• You carefully implement the developed solutions and ensure that every consultation convinces both professionally and personally
• You take over 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

• 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 recognize customer needs and develop suitable, tailored solutions
• Entrepreneurial thinking, a willingness to shape, as well as a strong acquisition-oriented, proactive, and positive attitude characterize 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 vacation days
• 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