Financial Planner (m/f/d)

About the job

Financial Planner (m/f/d)

What can you expect?

• You accompany our clients in important decisions regarding provision, retirement, assets and inheritance.
• You develop individual financial plans and create solutions that fit the personal goals and life situations of our clients.
• You actively contribute your expertise to our financial planning team and help shape the further development of our service.
• You support our client advisors with complex issues and strengthen the integration of financial planning within the bank.
• You appear as a competent expert at client events and training sessions.
• You identify advisory and development potential and make an important contribution to the success of our provision and financial planning business.

What do you bring with you?

• You have several years of experience in financial and pension planning.
• You have completed further training as a financial planner with a federal professional certificate and ideally possess additional qualifications.
• You work independently, in a structured and goal-oriented manner and convince through your strong customer and team orientation.
• You have sound knowledge in the areas of provision, taxes, matrimonial and inheritance law as well as in banking and insurance products.
• You have experience with Allfina/Logismata or comparable financial planning software.

We provide room for initiative and co-creation

We invite our employees to actively shape their work and take responsibility. This creates varied tasks that add real value – for everyone who wants to make a difference.

We foster a family-like environment

Cooperative values are our cornerstones: Together. For each other. They shape our collaboration and our interactions. The informal "Du" culture creates personal closeness and equality across all levels of function.

We promote personal and professional development

Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees specifically – with a diverse internal training offer as well as a cost contribution for external further education.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages with banking products, various discounts with third parties as well as an above-average pension provision.

Do you have questions?

For content-related questions about the position:

Pius Vogel
Head of Market
+41 (41) 7850551

For questions about the application process:

Claudia Luthiger
Leadership Support
+41 (41) 7850577

We look forward to your online application

About us