Financial Planner Zurich (m/f)

About the job

Claudia, Lara and other colleagues from the Financial Advisory team are looking for reinforcement. In other words: you!

Your new job

• Comprehensively and needs-based advising clients on topics such as retirement provision, pension, assets and the tax aspects of provision
• Creating financial, retirement and pension plans
• Enthusing clients about our excellent products and services
• Actively and creatively further developing the market and thereby opening up new segments
• Supporting the branches as well as the client advisors and leading coaching sessions and workshops
• Co-organising client events and charmingly accompanying them

What we benefit from

• Independent, committed and results-oriented with digital affinity to develop contemporary solutions
• Solution-oriented thinking as a key qualification for the challenges in the financial sector
• Enjoyment in contact with people and the special talent to enthuse clients
• Confidence in negotiating and closing sales
• Willingness to travel
• French and/or Italian language skills are an advantage

What you benefit from

• An open approach to the topic of money, including pay equality – which we really have
• A relaxed, wonderfully uncomplicated team spirit
• A modern, centrally located workplace with a fresh look
• Flexible working hours with flexitime, annual working hours and home office
• 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, Rolf Blumer, Head of Financial Planning, looks forward to your call at 031 327 75 83. For all other questions about working at perhaps the coolest bank in Switzerland, Marijan Davidovic, HR Business Partner, is available at 044 218 63 01.

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!