Financial Planner for Entrepreneurs (m/f/d)

About the job

Raiffeisen Switzerland supports the Raiffeisen banks with a specialist team in the comprehensive advice of our customers in the areas of financial planning, pension provision, and inheritances.

In the area of financial planning for entrepreneurs, we are specifically building capacities to support the banks in advising entrepreneurial clients – especially in the areas of pension provision, taxes, asset structure, and succession planning. To strengthen our team located at Zurich Airport (The Circle) with the possibility to work from home, we are looking immediately or by arrangement for a flexible and independent personality as a financial planner for entrepreneurs (m/f/d).

• Preparation of comprehensive financial plans for entrepreneurs taking into account the private and entrepreneurial situation including conducting customer meetings
• Preparation of planned balance sheets and income statements
• Optimizations or design of pension provision, especially the pension fund
• Concept development for restructuring and/or succession involving tax experts
• Assistance in building the financial planning service for entrepreneurs
• Giving presentations at customer events and training sessions

• Many years of experience in financial planning with interaction in business consulting
• Financial planning expert or SME financial expert or equivalent qualification
• Knowledge of Logismata Allfina as well as MS Office
• Very good German language skills are required
• Excellent communication, presentation, and negotiation skills