Bank Cler AG
Basel
15 hours ago
Senior Financial Planner (f/m) 80-100%
- 10 April 2026
- 80 – 100%
- Permanent position
- Basel
Job summary
Join Schwarz und Wyss, a vibrant, diverse employer since 1899. Experience a unique work culture with flexible options and great benefits.
Tasks
- Advise clients on wealth, retirement, and tax matters in Private Banking.
- Create complex financial and pension planning solutions for clients.
- Conduct internal training and presentations for clients and staff.
Skills
- Experience in financial planning with a focus on pension optimization.
- Strong communication skills to explain complex financial topics clearly.
- Self-motivated and results-oriented with excellent negotiation abilities.
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About the job
Black and white - our favorite colors since 1899. Simple. Elegant. Straightforward. As an employer, however, we are refreshingly colorful, diverse, and varied. And sometimes quite different than you might think. Like here in the job advertisement. Because who actually says that women are simply implied in male texts? Since we want even more women power at BKB, we simply turn the tables and write in the female form. Men? Of course, still welcome. Would you like to learn more about who we are and how we tick? Gladly.
Your new job
- Comprehensive and needs-based advice to clients (especially in the Private Banking, Key Clients, and E&E segments) on topics such as retirement planning, pensions, assets, and taxes
- Creating complex financial, pension, and tax plans
- Participating in the development and implementation of internal training sessions, presentations, and client events
What we benefit from
- Several years of experience as a financial planner
- Experience in pension fund optimization (1e), salary vs. dividend comparisons, tax optimization
- Specialized training as a federal 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 strong negotiation skills
- Excellent communication skills and the ability to explain complex financial matters clearly, simply, and understandably
What you benefit from
- Alongside a bank with a long tradition, find further exciting opportunities at our young, cheeky subsidiary Bank Cler to help shape the group
- Flexible working hours, opportunities for home office
- A calm, 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! For technical matters, Melanie Bissig, Head of Asset 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 skip the cover letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
