Head of Retirement and Financial Planning (80-100%)
Appenzell
Key information
- Publication date:14 August 2025
- Workload:80 – 100%
- Contract type:Unlimited employment
- Place of work:Appenzell
Job summary
Join Appenzeller Kantonalbank, a leading universal bank in Appenzell. This is a great opportunity to enhance your career in a supportive environment.
Tasks
- Lead the pension and financial planning department effectively.
- Develop tailored financial plans for private clients.
- Represent our pension expertise in consultations and events.
Skills
- Certified financial planner with extensive planning experience required.
- Strong customer and service orientation is essential.
- Excellent communication skills and a persuasive personality.
Is this helpful?
The Appenzeller Cantonal Bank is the investment, retirement, and credit bank for the people of Appenzell. As a universal bank with around 120 employees, we offer a comprehensive, high-quality range of services. To strengthen our team, we are looking for a committed and strong leadership personality as
In this role, you will lead the Retirement and Financial Planning department and strategically develop our service offerings. You will create tailored financial plans for our private clients and support our customer advisors with expertise in all retirement-related questions. Additionally, you will actively represent our retirement know-how to existing and potential clients – for example, in consultations and internal and external professional events.
We expect:
- Qualification as a financial planner with a federal diploma or a comparable qualification, complemented by several years of experience in financial planning
- Strong customer and service orientation as well as entrepreneurial thinking
- Willingness to optimize processes in the interest of our clients
- Strong communicator, persuasive personality with a confident demeanor
- Enjoyment in motivating employees and actively supporting changes
