Wealth & Pension Advisor

Wealth & Pension Advisor (w/m/d) Through the recent merger, we were able to strengthen our Raiffeisenbank. This strategic decision enables us to take new paths, specialize our services, and enrich our team with fresh talent. Become part of our success story! Raiffeisenbank Mutschellen has over 100 employees, including 7 apprentices. With team spirit, we achieve great things! The Raiffeisenbank is deeply rooted in the region. We are convinced that together we can achieve more than each individual alone. Therefore, you will become part of a team that celebrates successes together, supports you, and makes you laugh when things don't go as planned. Because working with us doesn't just mean spending time in the office. Working with us means inspiring yourself with fantastic ideas in a team and conquering the working day and the whole world together. Wealth & Pension Advisor (w/m/d) What can you expect? Unbeatable team with humor Independent work with required free space Modern bank premises Development opportunities Collaboration on cross-team projects No making millions like Gordon Gekko, but also not just pocket money What do you bring? Completed banking apprenticeship or comparable training Further education in financial planning (e.g. financial planner with federal certificate of proficiency) or equivalent qualification Experience in pension and financial consulting Flexible, independent, and structured way of working Ability to convey complex topics in a understandable and customer-oriented manner We cultivate a family-friendly environment The cooperative values are our cornerstones: Together. For each other. They shape our cooperation and our interaction with each other. The du culture creates personal closeness and eye-level across all functional levels. We live diversity and equal opportunities We promote different perspectives, experiences, and competencies in our teams. Because this diversity makes us special and contributes significantly to our success. We promote personal and professional development Lifelong learning is part of our culture. We create space for individual technical and personal development and support our employees in a targeted manner - with a diverse range of internal training programs and a cost-sharing scheme for external further education. We offer attractive conditions and social benefits Our employees benefit from exclusive advantages in bank products, various purchasing discounts from third parties, and above-average old-age provision. What's it about? Technical support for our customer advisors in pension topics Independent consulting of customers in the branches Zufikon, Berikon, Birmensdorf, and Uitikon Waldegg Conducting initial consultations for customer acquisition in the areas of financial planning and estate planning Creating individual financial plans and presenting the results to the customer And now it's your turn! Simply send us your CV and certificates by e-mail and answer the following three questions: 1. How can you show what you're made of in the new function? 2. Under what conditions are you willing to achieve great things? 3. What's not in your CV, but would be interesting for us? You can spare yourself the motivation letter. Our goal is to give you feedback within 3 working days. Do you have questions? If you have questions, Wipfli, Deputy Head of HR, is available to you under the phone number. Moving forward together. GO FAR. GO TOGETHER. We look forward to your online application About us jpid8e5b1c3jm jit0624jm jiy26jm