Financial Planner (m/f)

About the job

Michela, Tobias, Gilberto and other colleagues from the Financial Planning team and the Consulting & Solutions department in Basel are looking for reinforcement. In other words: you!

Your new job

• Conducting initial meetings with wealthy private clients
• Winning consulting projects on a fee basis
• Creating and discussing financial plans
• Defining further implementation measures from the plans together with the client advisors
• Point of contact for sales-related questions regarding retirement, taxes, and pensions

What we benefit from

• Several years of experience as a financial planner
• Specialist training as a federal financial planner, financial planning expert, MAS Financial Consulting
• Enjoyment in contact with people and the ability to inspire both client advisors and clients
• Independent, committed, as well as solution- and result-oriented with strong negotiation skills
• Excellent communication skills and the ability to explain complex financial matters clearly, simply, and understandably

What you benefit from

• Alongside a bank with a long tradition, find further exciting ways to help shape the group at our young, cheeky subsidiary Bank Cler
• Flexible working hours, opportunities for home office
• A relaxed, wonderfully uncomplicated team spirit
• Interesting development opportunities – and we are here to support you with advice and assistance
• Expect 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 Financial 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 cover letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!