Pension Advisor 60-100%

About the job

With over 146,000 insured persons and 433 affiliated employers, BVK is the largest pension fund in Switzerland. It is a private law foundation and has a large portfolio of directly held properties. In Switzerland, it rents out over 6,300 apartments and more than 340,000 m² of office and commercial space and has a strategic pipeline with development projects. BVK also uses its real estate expertise for granting mortgages. It manages investment assets of around 45.8 billion Swiss francs. Responsible investing is an integral part of the investment activity.

BVK offers comprehensive pension advice (all 3 pillars, with partner, taxes and housing), which is mainly used in the context of pension planning. Actively shape this service.

Your main tasks

• Creating pension plans, financial plans and pension analyses across all 3 pillars including documentation of customer contacts
• Participation in customer acquisition and marketing
• Ensuring the most up-to-date knowledge and contributing to knowledge building and transfer within the department
• Presentations at information events
• Supporting customer service in advisory discussions on the 2nd pillar
• Contribution to the continuous improvement process (CIP)
• Participation and involvement in projects

Your skills

• Commercial basic training
• Qualification as a financial planner with a federal diploma, alternatively a completed degree or advanced specialist training in financial planning
• Several years of professional experience as a financial planner
• Excellent knowledge of the functioning of all three pillars of the Swiss social security system
• Knowledge and practical experience with the planning tool Logismata Allfina Pension
• High customer, quality and service orientation
• Convincing appearance and good articulation skills
• Winning, resilient and flexible personality
• Confident German language skills in spoken and written form (English, French, Italian skills are an advantage)

What we offer

• Attractive working and employment conditions (including ZVV BonusPass, LunchChecks, home office and much more)
• State-of-the-art workplaces in the heart of Zurich, close to Zurich main station
• Further benefits can be found at bvk.ch/jobs

Are you interested?

Then we look forward to receiving your application via our application tool. BVK only considers direct applications. If you have any questions, the following person will be happy to assist you.