Financial Planner (m/f)
Basler Kantonalbank
Basel
Key information
- Publication date:23 December 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Basel
Job summary
Join Michela, Tobias, Roman, Gilberto, and their dynamic team in Basel! This is a chance to thrive in a supportive and innovative environment.
Tasks
- Provide tailored advisory services in pension, wealth, and tax planning.
- Create financial and tax plans, along with wage vs. dividend comparisons.
- Actively develop the market and explore new business segments.
Skills
- Several years of experience in financial planning with a focus on succession.
- Excellent communication skills and a passion for client engagement.
- Strong negotiation skills and digital affinity for modern solutions.
Is this helpful?
Michela, Tobias, Roman, Gilberto and 11 other colleagues from the Wealth Planning team in Basel are looking for reinforcement. In other words: you!
Your new job
- Comprehensively and needs-based advising clients, entrepreneurs on topics such as retirement provision, pension, wealth, taxes and business succession
- Creating financial, pension and tax plans as well as salary vs. dividend comparisons
- Actively and creatively further developing the market and thereby opening up new segments
- Participating in the development and implementation of internal training sessions and presentations as well as customer events
What we benefit from
- Several years of experience as a financial planner and especially experience in preparing and accompanying business successions
- Specialized training as a federal financial planner, financial planning expert, MAS Financial Consulting or SME expert
- Enjoyment in contact with people and the ability to inspire clients
- Independent, committed as well as solution- and result-oriented with pronounced negotiation skills
- Digital affinity to develop contemporary solutions
How you benefit
- Besides a bank with a lot of tradition, find further exciting paths at our young, cheeky subsidiary Bank Cler to help shape the group
- Work flexibly in terms of time, possibilities for home office
- A calm, wonderfully uncomplicated team spirit
- Interesting development opportunities – and we are there to support you with advice and assistance
- Are you expecting a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions? Gladly! If it’s about professional matters, Melanie Bissig, Head of Wealth Planning, looks forward to your call at 061 266 24 59. For all other questions about BKB, Raphael Schlageter is happy to assist you.
P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
