Basel
Financial Planner (m/f/d)
- 25 September 2026
- 40 – 60%
- Permanent position
- German (Fluent), French (Basic knowledge)
- Basel
About the job
Raiffeisen is establishing a Financial Planning Centre of Expertise in the Basel-Fricktal region, which supports banks in anchoring and implementing pension topics as well as financial planning.For the regional centre of expertise, we are looking for a proactive and flexible individual as a Financial Planner (m/f/d) from 1 January 2027 or by arrangement, who will be active on site at the banks.
Financial Planner (m/f/d)
What can you expect?
- Development, design and coordination of the new Raiffeisen Centre of Expertise in the Basel-Fricktal region
- Support of banks on site in the internal and external anchoring of financial planning and pension topics
- Execution of financial plans according to the banks' mandate (consulting and plan preparation)
- Training of employees and organisation of events
- The centre of expertise includes the cooperative banks Basel, Liestal Oberbaselbiet and Laufenburg
What do you bring with you?
- Completed further training as a financial planner or comparable education/training
- Several years of experience in holistic customer consulting and financial planning
- Flexible and independent personality with entrepreneurial spirit and enthusiasm for building up the regional Raiffeisen Centre of Expertise
- Experience in sales and marketing
- Very good German skills are required, French skills are an advantage
- Willingness to travel within the Basel-Fricktal region
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 our interactions. The informal "du" culture creates personal closeness and equality across all levels of function.
We live diversity and equal opportunities
We promote different perspectives, experiences and skills in our teams. Because 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 promotes a healthy corporate culture in which 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 education offer as well as cost sharing for external training.
We make "healthy living & working" a programme
With our holistic offer "healthy living & working" 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:
Tashi Gumbatshang
Head of Asset and Pension Consulting
+41 (71) 225 85 25
For questions about the application process:
Saskia Wollfart
Recruiting Partner
+41 (71) 424 17 32
About us
