Financial Planning Specialist: in Pension Clients 60-80%

About the job

At Bank SLM, genuine collaboration is at the heart of everything – shaped by people who are encouraged to bring their personality to the table. As a regional bank with strong roots in the area, we combine tradition with openness to new ideas. We promote team spirit, support individual life paths, and create space for flexibility – both at work and beyond.

Are you interested in comprehensive financial and pension planning and enjoy supporting clients with important decisions about their future? Then we look forward to your support in the holistic care of our pension clients.

These are your main tasks:

• Preparation of financial and pension plans for private clients

• Analysis of the financial situation and development of needs-based solutions in the areas of pension, investments, and financing

• Advising and supporting clients in planning their retirement

• Preparation and presentation of planning results as a basis for further advisory discussions

• Close collaboration with client advisors and support in the care of pension clients

• Active participation in shaping and further developing our financial planning offerings

What we expect from you:

• Completed training or further education in the financial sector (FA, HF, FH or equivalent)

• Professional experience in financial planning, pension advice, or a related field

• Sound knowledge in the areas of pension, retirement, and financial planning

• Analytical thinking skills and enjoyment in explaining complex relationships clearly

• Communicative, service-oriented, and reliable personality

• Independent, structured, and careful working style

What we offer you:

With us, you will find a personal environment with plenty of freedom, which you can actively shape thanks to short decision-making paths. You will meet locally rooted, motivated, and open colleagues. Commitment, teamwork, and sustainable client care are central. In addition, we offer modern and attractive employment conditions.

Does this challenge appeal to you?

Then apply via the career portal: Bank SLM. Here shows who you are. - Bank SLM

Armando Balzer, Head of Investment and Pension Clients, armando.balzer@bankslm.ch, Tel. 031 700 10 80, will be happy to provide you with further information.

We look forward to your application!