Job offer
Financial planner
As a financial planner at Valiant, you will be responsible for activating and advising on financial planning and pension-related services, creating financial plans and specialist analyses and designing solutions for customers and internal specialist departments. The position requires practical experience in financial planning, completed further training in financial services and very good specialist knowledge.
Job description: Financial planner
Tasks
- Activate and advise on our financial planning services and general pension issues
- Create financial plans and specific specialist analyses (private/business planning)
- Designing solutions for customers and internal specialist departments and supporting the implementation of defined measures
- Advise clients on the priority topics of pension provision/own damage and portfolio revision in cooperation with
Requirements
- Practical experience in the preparation of financial plans
- Completed further training in the field of financial services (e.g. Swiss Federal Diploma, Swiss Federal Diploma in Financial Planning, MAS Financial Consulting or Swiss Federal Diploma in Financial Consulting)
- Very good technical knowledge and analytical skills
- Professional experience in the financial services sector
- Enjoy customer contact as well as results- and goal-oriented work
We offer
No explicit benefits mentioned.Further process
- Confirmation of receipt
- Checking the dossiers
- Job interview
- Offer and contract
Job details
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