Financial Planner (f/m) 80-100%

Black and Wyss - our favorite colors since 1899. Simple. Elegant. Straightforward. As an employer, however, we are refreshingly colorful, diverse, and varied. And sometimes quite different than you might think. Like here in the job advertisement. Because who actually says that women are simply included in male texts? Since we want even more female power at BKB, we simply turn the tables and write in the female form. Men? Of course, still welcome. Would you like to learn more about who we are and how we tick? Gladly.

Your new job

• Comprehensive and needs-based advice to clients, entrepreneurs on topics such as retirement provision, pension, assets, taxes, and business succession
• Prepare financial, pension, and tax plans as well as salary vs. dividend comparisons
• Actively and creatively develop the market further and thereby open up new segments
• Participate in the development and implementation of internal training sessions, presentations, and customer events

What we benefit from

• Several years of experience as a financial planner and especially experience in preparing and supporting business successions
• Specialized training as a federal financial planner, financial planning expert, MAS Financial Consulting, or SME expert
• Enjoyment in contact with people and the ability to inspire clients
• Independent, committed, as well as solution- and result-oriented with pronounced negotiation skills
• Digital affinity to develop contemporary solutions

What you benefit from

• Besides a bank with a lot of tradition, find further exciting paths at our young, cheeky subsidiary Bank Cler to help shape the group
• Work flexibly in terms of time, opportunities for home office
• A calm, wonderfully uncomplicated team spirit
• Interesting development opportunities – and we are there to support you with advice and assistance
• Expect a comprehensive good employment package from us? You are right, here are the details and many other benefits

Any questions?

Gladly! If it’s about professional matters, Melanie Bissig, Head of Asset Planning, looks forward to your call at 061 266 24 59. For all other questions about BKB, Raphael Schlageter is happy to assist you.

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