Senior Financing Consultant

Randstad is your reliable partner for the next career step in the financial sector. As a leading global human resources service provider, we connect qualified specialists and executives with the most attractive employers in Switzerland. For our client, a leading, deeply regionally anchored Swiss financial institution in the Canton of Glarus, we are looking for a strong consulting and motivated personality for the financing business.

Your new challenge

In this central role, you will accompany your clientele holistically in all significant financing decisions. You will take over the independent management of your own portfolio, utilize your market knowledge, and work closely with internal specialists.

Your tasks:

• Portfolio management: Independent management and further development of an established private client portfolio with a clear focus on the financing business.
• Holistic consulting: Structured consulting in the areas of investing, retirement planning, taxes, and estate planning with the support of internal specialists.
• Relationship building: Sustainable maintenance of client relationships, deepening of the bond, and targeted expansion of your own network in the Canton of Glarus.
• Market observation: Continuous analysis of local and regional real estate market developments for optimal assessment of opportunities and risks.
• Quality & Service: Ensuring excellent customer satisfaction through professional and reliable accompaniment throughout the entire service cycle.

Qualifications

What you bring with you

• Education: Successfully completed commercial banking apprenticeship (EFZ) or equivalent qualification, ideally supplemented by subject-specific further training (e.g., financial planner, financial advisor).
• Experience: 5 to 7 years of professional experience in private financing and mortgage consulting on the Swiss market.
• Personality: Negotiation skills, strong social competence, high resilience, flexibility, and personal responsibility.
• Anchoring: Strong regional anchoring and familiarity with the local market in the Canton of Glarus.

What our client offers

• Flexibility: State-of-the-art working models for great temporal and spatial flexibility (incl. home office possibilities).
• Culture: Uncomplicated team spirit, flat hierarchies, short decision-making paths, and an open feedback culture.
• Responsibility from Day 1: Much room for design and the opportunity to actively contribute your own ideas.
• Development & Benefits: Targeted promotion through diverse training and further education opportunities as well as attractive additional benefits and preferential conditions.

Are you ready to fully exploit your entrepreneurial freedom in Glarus? Click on the link below to submit your application documents directly and confidentially:

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