Pension and Retirement Advisor
- 13 November 2026
- 80 – 100%
- Permanent position
- German (Fluent)
About the job
Raiffeisenbank Thunersee-Kiesental is a successful bank in the Thun region with high customer trust and strong community roots. For our advisory bank, we are seeking an entrepreneurial and professionally qualified individual as a pension and retirement planner (m/f/d).With your professional expertise, holistic advisory approach, and sensitivity to individual needs, you accompany people through crucial life phases and create genuine added value. At the same time, you have the opportunity to actively develop our financial planning business and help shape the future of advisory services.
Pension and Retirement Advisor
What can you expect?
- You accompany clients in important financial life decisions and provide comprehensive advice in the areas of retirement, pension provision, asset structuring, as well as matrimonial and inheritance law.
- You develop customised financial plans and sustainable solutions tailored to the individual goals, wishes, and life situations of our clients.
- You position yourself as a trusted contact for complex financial matters and build long-term client relationships.
- You actively contribute to the further development of our financial planning business by bringing in ideas, innovations, and market impulses.
What do you bring with you?
- Several years of experience in private client advisory in the areas of investing, pension provision, and financing, as well as enjoyment in advising discerning clients.
- Experience in financial and pension planning is an advantage.
- Qualification as a financial planner with a federal diploma.
- Sound knowledge in the areas of pension provision, taxes, as well as banking and insurance solutions.
- Experience with Allfina/Logismata is an advantage.
- A holistic understanding of financial planning and the ability to communicate complex relationships clearly, practically, and client-oriented.
- A trustworthy, integrous, and authentic personality with strong advisory and relationship skills.
- Analytical thinking, conceptual strength, as well as a structured and independent working style.
- Enjoyment of interdisciplinary collaboration and developing sustainable solutions for the financial future of our clients.
What we offer you:
- A responsible and varied role with a high degree of professional autonomy.
- The opportunity to actively shape the future of financial planning and contribute your ideas.
- A professional environment with short decision-making paths and a strong team.
- Exciting client relationships and challenging advisory situations with direct added value for our clients.
- Modern and attractive employment conditions.
We foster a family-like environment
Cooperative values are our cornerstones: Together. For each other. They shape our collaboration and how we interact. The informal "Du" culture creates personal closeness and equality across all levels.
We embrace diversity and equal opportunities
We promote diverse perspectives, experiences, and skills within our teams. This diversity makes us unique and significantly contributes to our success.
We support personal and professional development
Lifelong learning is part of our culture. We create space for individual professional and personal growth and actively support our employees – with a diverse internal training programme and financial contributions for external further education.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages on banking products, various discounts with third parties, and above-average retirement provisions.
Do you have questions?
For content-related questions about the position:
Marc Trösch
Head of Financial Advisory
+41 33 650 77 44
For questions about the application process:
Britta Morgenthaler
Head of Human Resources
+41 33 650 77 19
We look forward to receiving your online application
About us
