Financial and Pension Planner 80-100%

Financial and Pension Planner 80-100% Passion, excellence, responsibility and down-to-earthness. These values are at the center of Zugerberg Finanz. We are an owner-managed company with an excellent reputation and domicile in Zug. Our core competence is active, independent asset management adapted to the market situation. For our growing company, we are looking for an engaged, resilient and proactive personality as Financial and Pension Planner 80-100% starting immediately or by arrangement Your area of responsibility: Conducting client meetings and recording the holistic financial situation, goals and needs Analysis of the wealth, income, expenditure and pension situation Creation of individual financial, pension and retirement planning Development of various scenarios and demonstrating long-term financial development Identification of optimization and action opportunities in the areas of wealth, pension, retirement and taxes Preparation and presentation of financial planning as well as understandable communication of the results Development of concrete recommendations for action and measures together with the Relationship Manager Support of the Relationship Manager and other specialists Regular review and updating of existing financial planning Technical support and answering questions within the company regarding financial planning, pension and retirement Participation in the further development of the financial and pension planning area, internal processes and consulting instruments Contributing suggestions for improvement for the strategic further development of the area Participation in internal projects, client events as well as taking on ad-hoc tasks You bring with you: Completed Bachelor's degree in Finance and Banking Completed further training as a financial planner or currently in relevant training Experience in managing your own client portfolio in the Affluent or Higher-Affluent segment at a bank or an asset manager, ideally with a demonstrable track record Solid specialist knowledge in the areas of financing, investments and pension Strong interdisciplinary and networked thinking as well as the ability to recognize and classify interactions between different specialist areas Ability to convey complex matters understandably, concisely and in a manner appropriate to the recipient Enjoyment of advising demanding clients as well as strong communication and presentation skills Flair for numbers as well as analytical, networked and entrepreneurial thinking Independent, structured and exact way of working with high self-motivation and initiative Strong interest in actively developing and expanding the financial and pension planning area Very good German skills, good English and French skills are an advantage Professional and confident appearance, discretion, resilience and teamwork skills Affinity and openness towards new technologies as well as their potential applications in the client and consulting environment Enjoyment of change, high adaptability and openness to new developments We offer: A varied activity in a motivated team Good social benefits and interesting fringe benefits Cross-departmental cooperation with other departments A unique, modern workplace in the Lüssihof in Zug Structured, individual induction program for a successful start Curious? So are we! And we look forward to receiving your complete application dossier. Only direct applications and complete dossiers will be considered. jpid9c52155jm jit0833jm jiy26jm