Job offer

Financial Planner (m/f)

CLER is seeking a financial planner (70–90%) in Zurich to work as an independent professional assisting with the coordination of requests for proposals, contract awards, and financing procedures.

Zurich

Bank Cler AG

70–90%

Job Title

Financial Planner (m/f)
Workload: 70–90%
Work Location: Zurich
Employment Model: Independent Contractor (Self-Employment)

Tasks

Preparation of documentation related to procurement and financing procedures (e.g., bidding and award processes)
Coordination of Bidding Processes and Contract Awards
Support for the development and implementation of quality improvements
Organization and Conduct of Evaluations
Support with Financing and the Use of Funds

Requirements

Experience in the contract or financial planning industry
A strong commitment to quality and a strong focus on customer service
Strong intercultural competence
Analytical Thinking Skills
English proficiency (foreign language)
Willingness to Travel

Original job description

Job details

Found on:

September 21, 2026

Employer:

Bank Cler AG

job percentage:

70–90%

Place of work:

Zurich

Place found on:

https://www.cler.ch/de/bank-cler/jobs-und-karriere/suchen-und-bewerben/offene-stellen/finanzplanerin-zuerich-w-m-2724

About the employer:

Bank Cler AG is a Swiss bank based in Basel.

It was founded in 1927 as Bank Coop and later renamed.

Its focus is on private and corporate customers, often with a digital orientation.

Bank Cler is part of the Basler Kantonalbank and operates nationally.

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