Financial Planner Basel (m/f)

Alexandra, Dario, Gabriel and other colleagues from the Financial Consulting team are looking for reinforcement. In other words: you!

Your new job

• Comprehensive and needs-based advice to clients on the topics of retirement provision, pension, assets, and taxes
• Creating financial, retirement, and pension plans
• Enthusing clients about our excellent products and services
• Actively and creatively further developing the market and thereby opening up new segments
• Supporting branches as well as client advisors and leading coaching sessions and workshops
• Co-organizing and charmingly accompanying client events

What we benefit from

• Several years of practical experience as a financial planner and completed further training as a federal financial planner, financial planning expert, or MAS in Financial Consulting
• Independent, committed, and results-oriented with digital affinity to develop contemporary solutions
• Solution-oriented thinking as a key qualification for the challenges in the financial sector
• Enjoyment in contact with people and the special ability to inspire clients
• Confidence in negotiating and closing sales
• Willingness to travel
• French and/or Italian language skills are an advantage

What you benefit from

• An open approach to the topic of money, including pay equality – which we really have
• A relaxed, wonderfully uncomplicated team spirit
• A modern, centrally located workplace with a fresh look
• Flexible working hours with flexitime, annual working hours, and home office
• Expecting a comprehensive employment package from us? You are right, here are the details and many other benefits

Any questions?

Gladly! If it’s about professional matters, Rolf Blumer, Head of Financial Planning, looks forward to your call at 031 327 75 83. For all other questions about working at perhaps the coolest bank in Switzerland, Marijan Davidovic, HR Business Partner, is available at 044 218 63 01.

P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!