Financial Planning Specialist M/F

What awaits you?

• Preparation of financial plans and wealth analyses as well as support in advice on insurance, 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 insurance 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, insurance and taxation, ideally in the banking sector.
• You have a strong customer orientation and a good sense of initiative.
• You demonstrate good sales and negotiation skills.

We offer flexible working models.

We care about the work-life balance of our employees. That is why we create conditions for flexible working hours, with options for mobile work, teleworking and part-time work.

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 equal exchanges at all levels of function.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on banking products, various discounts with third parties, as well as financial stability and above-average retirement provision.

We offer attractive conditions and social benefits

Do you have any questions?

For questions about the job content:

Dominique Rose Deputy Director +41 (21) 8218845

For questions about the application process:

Sonia Grosjean HR Manager +41 (21) 8218859

We look forward to receiving your online application

About us