Financial Planning Specialist M/F

What awaits you?

• Preparation of financial plans and wealth analyses as well as support in advice on pension provision, retirement, taxation, and insurance for individuals and entrepreneurs.
• Support for colleagues in organising and hosting client events, as well as delivering training with our internal staff members.
• Assisting our teams in identifying needs and implementing pension solutions during client meetings.
• Internal point of contact for financial planning matters.

What do you bring?

• You hold a federal diploma as a financial planner or an equivalent qualification.
• You have several years of experience in financial planning, pension provision, and taxation, ideally in the banking sector.
• You have a strong customer focus and a good sense of initiative.
• You demonstrate good sales and negotiation skills.

We work in a friendly environment

Cooperative values are our pillars. Together. For each other. They shape how we collaborate and behave towards one another. The culture of using first names fosters personal closeness and exchanges on an equal footing at all levels of function.

We offer the possibility to purchase additional holiday weeks

In addition to the usual holiday days, our employees can take up to two extra weeks of holiday per year.

We encourage personal and professional development

Lifelong learning is an integral part of our culture. We create an environment conducive to the professional and personal development of each individual and support our employees in a targeted manner through a varied internal training offer as well as contributions towards external advanced training costs.

We allow room for personal initiative and give meaning to our work

We invite our employees to actively shape their work and take on responsibilities. This results in varied tasks that create real added value – for all those who want to make a difference.

"Working and living healthily" becomes a real programme with us

Thanks to our holistic "Working and living healthily" approach, we help our employees find – and maintain in the long term – a healthy balance between work and private life.

Do you have any questions?

For questions about the job content:

David Favre Member of the management +41 (21) 8870727

For questions about the application process:

Fanny Willa HR Manager +41 (21) 8870724

We look forward to receiving your online application

About us