Financial Planner (m/f)

Michela, Tobias, Roman, Gilberto and 11 other colleagues from the Wealth Planning team in Basel are looking for reinforcement. In other words: you!

Your new job

• Comprehensively and appropriately advise clients, entrepreneurs on topics such as retirement, pensions, wealth, taxes, and business succession
• Create financial, pension, and tax plans as well as salary vs. dividend comparisons
• Actively and creatively develop the market and thereby open up new segments
• Contribute to the development and implementation of internal training and presentations as well as client events

We benefit from

• Several years of experience as a financial planner, particularly in the preparation and support of business successions
• Specialized training as a federal financial planner, financial planning expert, MAS Financial Consulting or SME expert
• Enjoyment in contact with people and the ability to inspire clients
• Independent, committed, and solution- and results-oriented with pronounced negotiation skills
• Digital affinity to develop contemporary solutions

You benefit from

• Alongside a bank with a lot of tradition, find further exciting ways to shape the group with our young, cheeky subsidiary Bank Cler
• Work flexibly in terms of time, opportunities for home office
• A calm, wonderfully uncomplicated team spirit
• Interesting development opportunities – and we are here to support you with advice and assistance
• You expect a comprehensive good employment package from us? You are right, here are the details and many other benefits

Any questions? Gladly! When it comes to technical matters, Melanie Bissig, head of Wealth Planning, looks forward to your call at 061 266 24 59. For all other questions regarding BKB, Raphael Schlageter is happy to assist you.

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