Financial Planner

Tasks

The purpose of this function is to provide high-quality support to individuals and to facilitate the practical tracking and management of financial instruments, while strengthening the value creation, financial strength, and competitiveness of our business. This enables us to offer our clients and employees a sustainable future and to cost-effectively focus on helping our clients achieve their personal life goals.

Requirements

- Associate degree in finance or financial planning - Completed banking apprenticeship or commercial training with advanced training as a financial planning specialist - Alternatively, sufficient advanced training as a financial planner with a Federal Professional Certificate, Federal Diploma, or Federal Examination - Several years of experience in financial planning, with excellent knowledge of investment products, tax law, and social security law

We offer

We cultivate a family-like environment

Further information

- Training at Raiffeisen Switzerland - Training to become a banking specialist - Training at Raiffeisen - Apprenticeships, degree programs