Financial Planner

16 October 2025
100%
Zürich

Job summary

Join a leading bank in Zurich focused on wealth planning for clients. Enjoy a supportive work environment with great benefits.

Tasks

Conduct complex financial consultations for diverse clients in Switzerland.
Support client managers in building relationships and maximizing potential.
Ensure quality control in advisory mandates and represent the department.

Skills

University degree and advanced training in financial planning required.
Strong communication skills and empathy for client interactions.
Team-oriented personality with a passion for financial planning.

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About the job

80% - 100% | Wealth Planning | Zurich | Experienced Professionals

As a leading bank in the Zurich economic area, we support our clients in all important life events around the topics of securing family, planning retirement, managing inheritance, tax planning, as well as holistic asset conception. Because we are convinced that empathetic support on these topics makes the decisive difference in consulting.

In the role of Financial Planner, you will comprehensively advise our clients on all financial matters and offer support in customer retention, potential exploitation, and acquisition. Do you bring a lot of passion and enthusiasm for the topics of retirement provision and financial planning and enjoy a great team spirit? Then we look forward to your application.

Your tasks

Professional execution of complex financial consultations (including the creation of financial plans and risk provision consultations) for natural persons including entrepreneurs residing in Switzerland
Support of customer advisors in customer retention, potential exploitation, and acquisition
Co-responsible for quality control of consulting mandates
Representation of the department internally and externally as well as in the new and further development of our consulting services

Your profile

Completed university or university of applied sciences degree as well as advanced professional training in financial planning or financial consulting and in-depth training in taxes or fiduciary services
Affinity for leading employees
Several years of professional experience in financial planning and retirement consulting
You are a flexible, team-oriented personality with a lot of commitment to your work
You convince with empathy, your communicative strength, love dealing with people, and have a winning and confident appearance

Our offer

An engaged and motivated team of recognized experts who look forward to working with you
With us, you can bring your passion for financial planning and work independently with a lot of personal responsibility
An employer who offers you opportunities to develop personally and professionally and supports you with many offers
The opportunity to actively promote your own development and that of our consulting services in a dynamic environment
Attractive workplace at Bahnhofstrasse 9, in the heart of Zurich, and consulting assignments at our branch locations
An attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for ZVV bonus pass

Lucie Kulhanek
is happy to help you.
Phone: 044 292 27 62