Zürich-Flughafen (The Circle)
Senior Financial Planner for Entrepreneurs (m/f/d)
- 31 August 2026
- 80 – 100%
- Permanent position
- German (Fluent)
About the job
Raiffeisen Switzerland supports the Raiffeisen banks with a specialist team in the holistic advice of our clients – from financial planning to pension provision and inheritance matters.We are specifically expanding the area of financial planning for entrepreneurs. In doing so, we support our banks in advising entrepreneurial clients, particularly on pension provision, taxes, asset structure, and succession planning.
To strengthen our team located at Zurich Airport (The Circle) with the possibility to work partially from home, we are looking immediately or by arrangement for a flexible and independent personality as Senior Financial Planner for Entrepreneurs (m/f/d).
Senior Financial Planner for Entrepreneurs (m/f/d)
What can you expect?
- Holistic advice for entrepreneurial clients (pension provision, taxes, assets, succession)
- Preparation of comprehensive financial plans taking into account the private and entrepreneurial situation
- Conducting demanding client discussions
- Development of individual solutions including plan balance sheets and profit and loss accounts
- Optimisation and design of pension provision, especially occupational pension schemes
- Development of concepts for restructuring and/or succession in collaboration with tax experts
- Active participation in building the financial planning service for entrepreneurs
- Visibility through presentations and client events
What do you bring with you?
- Several years of experience in financial planning related to business consulting
- Qualification as a financial planning expert or SME financial expert, complemented by further training in succession or fiduciary services
- Knowledge of Logismata Allfina and MS Office
- Very good German language skills
- Excellent communication, presentation, and negotiation skills
We offer flexible working models
The work-life balance of our employees is important to us. Therefore, we create the conditions for flexible working hours – with options for mobile working, home office, and part-time positions.
We foster a family-like environment
Cooperative values are our cornerstones: Together. For each other. They shape our collaboration and how we interact. The informal "Du" culture creates personal closeness and equality across all levels.
We live diversity and equal opportunities
We promote different perspectives, experiences, and skills within our teams. This diversity makes us special and contributes decisively to our success.
We offer collective profit sharing instead of individual bonuses
We focus on collective performance. Therefore, we have collective profit sharing instead of individual bonus payments. This fosters a healthy corporate culture where overarching goals are pursued together.
We support personal and professional development
Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees specifically – with a diverse internal training offer and cost-sharing for external further education.
We make "healthy living & working" a programme
With our holistic "healthy living & working" offer, we support our employees in finding and maintaining a healthy balance between work and private life in the long term.
Do you have questions?
For content-related questions about the position:
Nicole Zemp
Team Leader Financial Planning for Entrepreneurs
+41 (44) 745 35 96
For questions about the application process:
Saskia Wollfart
Recruiting Partner
+41 (71) 424 17 32
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