Lead Expert Financial Planning, Pension & Wealth (m/f/d) Part-time/Full-time

50-100%

Setting new standards together and shaping the future - for us, this means more than just completing tasks. Here you work with people who take responsibility, have high standards, and have the courage to take new paths. With us, you will find an environment where trust and performance go hand in hand and your ideas, your initiative, and your contribution count. This way, you have the opportunity to truly make a difference for our clients, your team, and your personal development.

What you achieve

• Professional qualification and coaching of the field service in the areas of financial and pension planning, provision, and wealth
• Sparring partner for sales, general agencies, and the financial planning expert on technical questions as well as complex customer cases
• Professional leadership and further development of expert roles in the area of financial planning as well as support of the corresponding hives (expert teams)
• Planning and conducting training sessions, further education on the job
• Ensuring high advisory quality by further developing advisory processes, quality standards, and advisory as well as planning tools
• Participation in product launches and sales initiatives as well as collaboration in cross-departmental projects with sales, product development, and others
• Cooperation with asset management, bank, provision, and other interfaces
• Activities as a speaker at customer events as well as organisation and execution of community events for the expert teams

What you bring

• Solid expertise in financial and pension planning, provision, and wealth advisory
• Financial planner with a federal diploma or comparable qualification
• Experience in conceptual and strategic work as well as in the structured preparation and presentation of complex technical topics (including PowerPoint)
• Very good understanding of advisory, acquisition, and closing processes in sales
• Experience in training, coaching, and/or conveying complex technical topics
• Good knowledge of advisory and planning tools as well as digital advisory approaches in sales
• High professional, quality, and implementation orientation as well as confident appearance in dealing with different stakeholders
• Fluent in German and Italian, French is an advantage

Collaboration that makes a difference

We believe in collaboration on equal footing, mutual trust, and people who want to take responsibility. Different perspectives help us develop better solutions - for our clients as well as for us as a team.

Contact

Jacqueline Fiegele

Recruiting Partner +41 58 280 5412

Your line manager

Dusan Dusanovic Head of Competence Centre Pension, Wealth and Home Ownership