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Leiter/in Vermögensplanung (Wealth Planning), 80-100 %

Randstad (Schweiz) AG

Employment type
Part-time
Location
Fribourg
Company
Randstad (Schweiz) AG, Thurgauerstrasse 60, 8050 Zürich
Languages
German (fluent), French (fluent)
First posted
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Leiter/in Vermögensplanung (Wealth Planning), 80-100 % Location: Fribourg, CH About us: We stand by our customers day by day to help them realize their private or business projects. Whether private customers, SMEs or large companies, administrations or other institutions: we serve all of them with the same commitment, to find a financial solution that is perfectly tailored to each of them. We are convinced that success is linked to the professional and human qualities of our employees. We are constantly developing to continue serving the people of Fribourg in the future. With us, your talent directly contributes to the dynamics. Come and join us. As Head of the Wealth Planning team you will be responsible for inspiring, leading and developing a team of specialists in the field of Wealth Planning - in the service of families and entrepreneurs. Your tasks include in particular Translating the strategy into clearly formulated goals and understandable communication within the team Promoting and strengthening the motivation of employees Recognizing and specifically developing the potential of the team Accompanying and becoming a trusted partner for customers in the areas of provision, retirement, taxes and inheritance planning Collaborating with the various segments of the bank, in particular with Wealth Management, private customers and corporate customers Contributing to a healthy risk culture that is in line with all legal requirements, guidelines and standards in Wealth Management Your profile Completed university education, higher education or equivalent qualification Proven leadership and wealth planning experience, particularly in accompanying entrepreneurs and families with complex asset situations Strategic thinking, innovative spirit and pronounced initiative Ability to decide, communicate clearly and convincingly, as well as coach, challenge, motivate employees and delegate tasks in a targeted manner Secure prioritization and efficient time and resource planning Pronounced ability to strengthen customer relationships and build new contacts through networking and business development Excellent communication skills in German to serve the German-speaking customer base, as well as very good French language skills. What we offer Membership in a wealth planning team based in Fribourg, which works closely with various departments and actively promotes continuous training and competence development A human and inspiring work environment where your contributions make a real difference and decision-making paths are short A sustainable and development-oriented career, where long-term success is valued and supported A competitive, fair and transparent remuneration Preferred conditions for our banking services Numerous free social and sporting events within the company Interested in this position? We look forward to receiving your complete application documents.

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Posted 1 week ago

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