Financial Planner
Zürich
Key information
- Publication date:19 June 2025
- Workload:100%
- Contract type:Unlimited employment
- Place of work:Zürich
Job summary
Join Bank Avera, the largest regional bank in Zurich, offering modern banking and personalized financial advice since 1828. Enjoy a supportive work environment and meaningful benefits.
Tasks
- As a financial planner, advise private clients on retirement planning.
- Conduct pension analyses and develop tailored financial plans.
- Provide support and expertise to colleagues on retirement topics.
Skills
- Experience in financial planning and customer advisory roles required.
- Strong analytical skills and attention to detail essential.
- Excellent communication skills for client interactions needed.
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Financial Planner
(80% - 100%)
Description
As the largest regional bank in the canton of Zurich, we are present with twelve branches and over 180 employees in the Zurich Oberland, on the right shore of Lake Zurich, and in the city of Zurich. With modern banking and comprehensive financial consulting, we provide our customers with personal added value – since 1828. Welcome to Bank Avera.
For our consulting center in Wetzikon, we are looking for a motivated and reliable personality as a Financial Planner, 80% - 100%, to strengthen the team immediately or by agreement.
Financial planners advise private clients regarding their retirement. They create retirement analyses and develop needs-oriented financial and action plans. Within the bank, financial planners also serve as a point of contact and support for customer advisors on professional questions related to retirement topics.
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