Job offer
Inheritance consultant (f/m/d)
Raiffeisen is looking for an inheritance advisor (f/m/d) for its branch in Biel/Bienne to support clients in managing their assets and planning for the next generation. The position requires commercial training, professional experience in finance and accounting, and knowledge of taxes, inheritance law, and asset planning.
Job description
We are looking for an energetic and committed individual to fill the position of **Inheritance Advisor (m/f/d)** at our branch in Biel/Bienne.Tasks
- Inheritance advice at our branch in Biel/Bienne
- Thorough asset management and sustainable planning for the next generation
Requirements
- Successfully completed basic commercial training (e.g., business administrator, retail specialist)
- Professional experience in finance and accounting
- Experience in asset and estate planning for private assets
- Good knowledge of taxation, inheritance law, finance, and accounting
- Excellent communication and counseling skills
- Communicative and persuasive personality with a confident manner
We offer
- Flexible working models
Job details
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