St. Galler Kantonalbank
Rapperswil
Senior Financial Planning and Pension Consultant 80 – 100%, Zurich and/or Rapperswil Region
- 21 September 2026
- 80 – 100%
- Permanent position
- German (Basic knowledge)
- 8640 Rapperswil
About the job
"We are the first bank for our clients" - Being the first bank means for us to continually inspire our clients by placing their needs at the centre. For this, we need you! Are you keen to grow together with our client advisors and a motivated team? Then join us and support our Financial Planning department.
Senior Financial Planning and Pension Consultant 80 – 100%, Zurich and/or Rapperswil Region
What you will achieve
- You will competently and holistically advise our clients on all matters relating to pension provision, retirement, and financial planning.
- In personal dialogue, you identify individual needs and optimisation potentials and develop suitable pension solutions from these.
- You independently prepare and present customised financial plans and topic consultations – tailored to the personal situation of our clients.
- You strategically advise our client advisor teams, accompany them in sales meetings, and support them in planning and analysing their client portfolios.
- As a regional pension expert, you are an important contact person for clients and employees. You also contribute your knowledge in training sessions and client events.
- You work one to two days per week in the team in St. Gallen. The remaining time you are active in the Zurich and/or Rapperswil region and are the main contact person for this region.
What you bring
- You have a university or university of applied sciences degree.
- You have further training in financial planning and pension provision.
- You bring many years of experience in financial planning – ideally complemented by knowledge in private banking or advising entrepreneurs & executives.
- Knowledge of banking and insurance products as well as in the tax area helps you to advise clients holistically.
- With your communication skills, empathy, and customer orientation, you build trust and convince in dealing with different stakeholders.
Information
Christoph Göldi, Team Leader Financial Planning & Pension, will be happy to answer your questions by phone at 071 227 98 21.
Application
www.sgkb.ch/karriere, Martin Knechtle, HR Business Partner
