Senior Financial Planner (m/f)

About the job

Michela, Tobias, Gilberto and 12 other colleagues from the Wealth Planning team in Basel are looking for reinforcement. In other words: you!

Your new job

• Comprehensive and needs-based advice to clients (especially in the Private Banking, Key Clients and E&E segments) on the topics of retirement provision, pension, wealth and taxes
• Preparation of complex financial, pension and tax plans
• Participation in the development and implementation of internal training sessions and presentations as well as client events

What we benefit from

• Several years of experience as a financial planner
• Experience in the area of pension fund optimisation (1e), salary vs. dividend comparisons, tax optimisation
• Specialist training as a federally certified financial planner, financial planning expert, MAS Financial Consulting
• Enjoyment in contact with people and the ability to inspire clients
• Independent, committed as well as solution- and result-oriented with pronounced negotiation skills
• Excellent communication skills and the ability to explain complex financial matters clearly, simply and understandably

How you benefit

• Alongside a bank with a long tradition, find further exciting opportunities to help shape the group at our young, cheeky subsidiary Bank Cler
• Flexible working hours, opportunities for home office
• A relaxed, wonderfully uncomplicated team spirit
• Interesting development opportunities – and we are here to support you with advice and assistance
• Expect a comprehensive employment package from us? You are right, here are the details and many other benefits

Any questions? Gladly! If it’s about professional matters, Melanie Bissig, Head of Wealth Planning, looks forward to your call at 061 266 24 59. For all other questions about BKB, Raphael Schlageter is happy to assist you.

P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!