Experienced Financial Planner

About the job

Experienced Financial Planner

As a locally established community bank in the canton, BCN is a human-scale bank offering quality services to its private and corporate clients. Proud of our commitments based on ESG principles, recognised as an eco-friendly company and as a fair employer, we contribute significantly to the regional economic life and consider that our success is closely linked to the professional and human qualities of our employees. For you, are autonomy, commitment, responsibilities, projects, sustainable development and training meaningful words? We would be pleased to discuss with you how they could help reveal your talents within our organisation.

In our desire to develop financial planning activities for our Private Client unit based in Neuchâtel, we are looking, for immediate start or to be agreed, for an

Experienced Financial Planner

Main tasks

• Holistic approach to the client’s financial situation (pension provision, assets, financing, taxation, inheritance).
• Preparation of personalised financial plans that comply with the client’s objectives and life situation.
• Supporting clients at every stage of life by offering tailor-made solutions.
• Checking the compliance of financial and pension plans while ensuring their regulatory adequacy.
• Close collaboration with the canton’s client advisors, for whom you also act as a technical reference for pension-related questions.
• Active support in developing advisors’ portfolios through your expertise and targeted advice.
• Occasional participation in client events.

Professional skills and aptitudes

• Completed commercial training supplemented by specialisation in financial planning and pension provision (Financial Planner Certificate or in the process of obtaining it, banking and finance training) or equivalent experience.
• Proven experience of at least 6 years in financial and asset planning.
• Mastery of aspects related to asset transfer, particularly financial, tax and inheritance matters.
• Excellent writing skills in French.
• Native French speaker, with skills in German and/or English (B2).

Personal qualities

• Analytical and entrepreneurial mindset
• Rigorous and persevering
• Ease in communication and client contact
• Sense of priorities and organisation
• Ability to work in a team, open, with good listening skills
• Ability to defend one’s positions adopting a solution-oriented approach

We offer

• Certified and job-oriented training
• First-class social benefits and attractive working conditions
• Varied work throughout the canton
• Dynamic working atmosphere
• A human-scale establishment

Workplace / Department: Neuchâtel / Private Client Department

Start date: immediate or to be agreed

Activity rate: 80%-100%

Application deadline: 30.06.2026