Senior Financial Planner (m/f/d)

Become part of our team!

With around 85 employees, a balance sheet total of 2.6 billion francs and over 20,000 customers, we are among the largest Raiffeisenbanken in Switzerland.

At our location in Kreuzlingen, embedded in the exciting and diverse Lake Constance region, we are strengthening our important strategic pillar - financial, pension and estate planning. Today, we are a dedicated team of three specialists who accompany our customers through the most important financial decisions of their lives. Due to increasing demand and our ambitious growth targets, we are looking for an independent, committed and winning personality as a Senior Financial Planner (m/f/d).

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What awaits you? ##

• Carrying out holistic financial planning with a focus on pension and estate planning
• Competent advice to customers on complex issues regarding retirement, wealth succession, inheritance law, pension provision and long-term wealth structuring
• Development of individual and needs-based solutions, taking into account the personal goals, life situations and family circumstances of our clientele
• Carrying out 360-degree needs analyses to identify customer needs and develop sustainable financial strategies
• Close cooperation with our customer advisors, support in identifying potential as well as customer book planning
• Active participation in the design and further development of our competence center for financial, pension and estate planning
• Participation in customer events, specialist lectures, seminars and target group-specific market development measures
• Ensuring high-quality advice in compliance with regulatory and strategic requirements

What do you bring with you? ##

• Completed banking vocational training with higher continuing education
• Qualification as a financial planner with a federal diploma (eidg. Fachausweis), CFP®, MAS Financial Consulting or comparable qualification
• Experience in financial planning with proven expertise in pension and estate planning
• Sound knowledge of the Swiss pension system, wealth succession, matrimonial and inheritance law as well as tax issues
• Experience with financial planning software such as Allfina/Logismata or comparable applications
• Entrepreneurial thinking and enjoyment in further developing financial planning as an important advisory field within the bank
• High customer orientation, strong communication skills and a confident manner
• Team player mentality combined with an independent and structured way of working