Financial Planner (m/f)

Your role

• They advise clients throughout Switzerland on investment, retirement, and insurance plans.
• They analyze current issues and develop tailored solutions.
• They work closely with our marketers to spread AKBA's message.
• They plan and organize events to promote the business.
• You maintain good relationships with existing and new business partners.

What you can expect

• Excellent knowledge of the financial industry
• At least 3 years of experience in a similar role
• Strong analytical skills
• Excellent communication and teamwork skills
• Ability to explain complex issues in a way that is easy to understand
• High Ethical and Quality Standards
• A team player with a positive outlook
• Interest in new technologies
• Enjoyment of working in dynamic environments

What you bring with you

• In-depth knowledge of financial planning
• Experience in Customer Management
• Ability to solve complex problems
• Excellent written and verbal communication skills
• Team spirit and the ability to work in a multidisciplinary team
• A proactive approach and a willingness to take on responsibility
• Interest in the financial industry and current trends
• Knowledge of tax law is an advantage

Total Compensation and Fringe Benefits

• Competitive Overall Participation
• Further training opportunities
• Discounts on Equity Investments and Bank Deposits
• Additional Benefits (e.g., bonus, stock package)