Financial Planner (a) 60 - 100%

About the job

We are constantly developing new ideas to improve ourselves and our services. Our specialists are the driving forces in this process. Does this environment appeal to you? Then you are the perfect fit for this exciting position as a Financial Planner, where you will take your team to the next level and play a decisive role in shaping BEKB. Let your ideas grow with us; together we offer more than banking.

• You create and present needs-based, complex financial plans and pension analyses for individuals in all life situations
• You advise our private clients on retirement planning, pension and insurance matters, as well as tax issues
• You are the point of contact for specialist questions for our internal customers / financial coaches
• You ensure active and efficient collaboration with our financial coaches and support them in achieving their goals
• You give presentations at customer events on financial advisory topics and independently acquire new mandates

• You have a solid basic education in banking or insurance as well as a completed further education at least as a financial planner with a federal diploma or financial planning expert
• Thanks to your good German language skills, you are convincing in advice; ideally, you also bring another foreign language, e.g. French
• You are an initiative and customer-oriented personality with a quick grasp and very good analytical skills
• Preferably, you have already successfully applied your expertise for several years in a comparable, customer-oriented environment
• You are a flexible personality with an exact working method and pleasant manners

• Support for your individual development needs, both in terms of time and finances
• Flexible working arrangements (part-time, job-sharing, home office, annual working hours)
• Between 27 – 30 days of holiday per year
• Sustainable remuneration: no individual bonuses, but profit sharing for all employees
• How we interact: informal culture - open – personal – team-oriented

Justyna Walloschek
HR Business Partner

For pioneers, bridge builders and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and support private and corporate clients with innovative financial services. The needs of our customers are always the focus of our daily work. With our IT subsidiary aity AG, we create the right technical conditions for this.

The well-being of our employees is close to our hearts. We promote young as well as experienced talents in their development, advocate for individual and flexible working arrangements, and pave the way for our employees to training and career opportunities . Our open and positive corporate culture is at the forefront. Trust, commitment and sustainability are firmly anchored with us; diversity , collaboration and humour are part of our DNA.