Specialist: Pension Foundations
Key information
- Publication date:08 October 2025
- Workload:100%
- Place of work:Zürich
Job summary
Join our dynamic Finanzberatung team in Zürich, focusing on Vorsorge. Dive into a supportive work environment with growth opportunities.
Tasks
- Handle business cases for Vorsorgestiftung Sparen 3 and ZKB funds.
- Manage specialized cases independently with client communication.
- Identify process improvements and assist in implementing solutions.
Skills
- Completed commercial education with experience in Vorsorge.
- Strong customer interaction skills and teamwork.
- Fluent in German, with good English and French skills.
Is this helpful?
80% - 100% | Financial Consulting | Zurich | Entry-level
Our team actively shapes the topics of Pillar 3a and vested benefits, handles the various business cases of the Sparen 3 pension foundation and the two vested benefits foundations of ZKB, and serves as a contact for our customers and sales staff.
We put the needs of our customers at the center and thus want to contribute to the long-term success of our products and services. Our motivated pension team looks forward to reinforcement.
We put the needs of our customers at the center and thus want to contribute to the long-term success of our products and services. Our motivated pension team looks forward to reinforcement.
Your tasks
- Handling all business cases of the Sparen 3 pension foundation and the two vested benefits foundations of ZKB – both from the bank's sales channel and digitally from frankly
- Independent processing of specialized cases
- Communication, correspondence, and coordination with customers as well as with internal and external parties
- Identifying optimization potential for processes/services and assisting in the implementation of solutions
Your profile
- Completed commercial training
- Professional certificate or further training in pension or social insurance topics
- Relevant professional experience in (occupational) pension schemes and/or Pillar 3a
- You enjoy direct customer contact and are a team player
- Excellent oral and written German skills
- Good spoken English and French skills (additional language skills are an advantage)
Our offer
- A motivated team with a great spirit that looks forward to working with you
- Varied activities – supported by modern tools
- Many opportunities for personal and professional development
- A modern workplace in the lively District 5 with very good transport connections
- Various events and internal networks that offer you the opportunity to network quickly
- A unique package with an attractive base salary, variable compensation, and diverse benefits
Fatima Malik
is happy to assist you.
Phone: 044 292 30 24
is happy to assist you.
Phone: 044 292 30 24
About the company
Reviews
2.6
- Management style1.0
- Salary and benefits4.0
- Career opportunities1.5
- Working atmosphere3.5