Job offer
Financial planner
As a financial planner at Valiant, you will draw up financial plans and specialist analyses for private and business clients, advise clients on pension and portfolio issues and design solutions. You have practical experience in financial planning and have completed appropriate further training.
Job description
Tasks
- acquire and process our services in the area of financial planning and general pension issues
- Create financial plans and specific specialist analyses (private/business clients)
- Designing solutions for customers and our own specialist departments and supporting their changing implementation
- advising clients on the priority topics of pension provision and portfolio revision in connection 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 MAS Financial Counseling or Swiss Federal Financial Planning Specialist)
- Very good specialist knowledge and strong consulting and sales skills
- Enjoy customer contact as well as results- and goal-oriented work
We offer
No explicit benefits mentioned.Next step
Does this challenge appeal to you? We look forward to receiving your application.Job details
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