Financial Planner (m/f/d)

About the job

Financial Planner (m/f/d)

What can you expect?

• Comprehensive advice on demanding issues around retirement, pension provision, matrimonial and inheritance law as well as asset structuring.
• Development of individual and needs-based solutions taking into account the personal goals and life situations of our clients.
• Recognising and exploiting customer needs and potential
• Active shaping of the future of our financial planning business and contributing your own ideas for further development.
• Participation in the planning and implementation of market development measures, customer events and internal training

What do you bring with you?

• You have completed further training as a financial planner with a federal diploma and ideally have advanced qualifications, for example as CFP®, MAS Financial Consulting or comparable further training.
• Several years of experience in holistic customer advice and financial planning
• Very good knowledge in the areas of investing, provision, protection and financing
• You work independently, in a structured and goal-oriented manner and convince with your strong customer and team orientation.
• Experience with Allfina/Logismata or comparable financial planning software is an advantage.

We foster a family environment

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

We live diversity and equal opportunities

We promote the different perspectives, experiences and skills in our teams. Because this diversity makes us special and contributes decisively to our success.

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 in a targeted manner – with a diverse internal education offer as well as a cost contribution for external further training.

We offer attractive conditions and social benefits

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

Do you have questions?

For content-related questions about the position:

Cédric Schmidlin
Team Leader Investment Customer Advisory
+41 (31) 326 05 10

For questions about the application process:

Silvia Amgwerd
HR Manager
+41 (31) 326 05 32

We look forward to your online application

About us