Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
2 days ago
Financial Planner
- Publication date:16 October 2025
- Workload:100%
- Place of work:Zürich
Job summary
Join a leading bank in Zürich for a rewarding Wealth Planning role. Be part of a supportive team with great growth opportunities.
Tasks
- Conduct comprehensive financial consultations for clients and entrepreneurs.
- Assist in client retention, potential exploitation, and acquisition.
- Help ensure quality control of advisory mandates and services.
Skills
- University degree or higher education in Financial Planning or Consulting.
- Empathy and communication skills to connect with clients effectively.
- Flexibility and teamwork to thrive in a dynamic environment.
Is this helpful?
About the job
80% - 100% | Wealth Planning | Zurich | Experienced Professionals
As a leading bank in the Zurich economic area, we support our clients in all important life events around the topics of securing family, planning retirement, managing inheritance, tax planning, as well as holistic asset conception. Because we are convinced that empathetic support on these topics makes the decisive difference in consulting.
In the role of Financial Planner, you will comprehensively advise our clients on all financial matters and offer support in customer retention, potential exploitation, and acquisition. Do you bring a lot of passion and enthusiasm for the topics of retirement provision and financial planning and enjoy a great team spirit? Then we look forward to your application.
In the role of Financial Planner, you will comprehensively advise our clients on all financial matters and offer support in customer retention, potential exploitation, and acquisition. Do you bring a lot of passion and enthusiasm for the topics of retirement provision and financial planning and enjoy a great team spirit? Then we look forward to your application.
Your tasks
- Professional execution of complex financial consultations (including the creation of financial plans and risk provision consultations) for natural persons including entrepreneurs residing in Switzerland
- Support of customer advisors in customer retention, potential exploitation, and acquisition
- Co-responsible for quality control of consulting mandates
- Representation of the department internally and externally as well as in the new and further development of our consulting services
Your profile
- Completed university or university of applied sciences degree as well as advanced professional training in financial planning or financial consulting and in-depth training in taxes or fiduciary services
- Affinity for leading employees
- Several years of professional experience in financial planning and retirement provision consulting
- You are a flexible, team-oriented personality with a lot of commitment to your work
- You convince with empathy, your communicative strength, love dealing with people, and have a winning and confident appearance
Our offer
- A dedicated and motivated team of recognized experts who look forward to working with you
- With us, you can bring your passion for financial planning and work independently with a lot of personal responsibility
- An employer who offers you opportunities to develop personally and professionally and supports you with many offers
- The opportunity to actively promote your own development and that of our consulting services in a dynamic environment
- Attractive workplace at Bahnhofstrasse 9, in the heart of Zurich, and consulting assignments at our branch locations
- An attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for ZVV bonus pass
Denise Kohler
is happy to help you.
Phone: 044 292 30 59
is happy to help you.
Phone: 044 292 30 59
