Job offer
Financial planner
Here is a brief summary of the job: As a financial planner at Valiant, you will be responsible for the acquisition and processing of financial planning services and the creation of financial plans and specialist analyses for private and business clients. You work in a customer and contact-oriented manner and find solutions in cooperation with internal specialists and partner companies.
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 life)
- Finding solutions with customers and internal specialists and accompanying the changing market conditions
- customers on the priority topics of provision requirements and potentials in cooperation with our partner companies.
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 ESMS financial planner)
- Varied specialist tasks and several years of professional experience in the financial services sector
- Enjoy customer and contact work as well as results- and dialog-oriented work
We offer
No explicit benefits mentioned, but an attractive working environment.Further process
- Confirmation of receipt
- Checking the dossiers
- Job interview
- Offer and contract
Job details
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