Job offer
Financial Planner in Wetzikon
Avera Bank is seeking a motivated and reliable individual to serve as a Financial Planner (full-time) at its advisory center in Wetzikon, to advise clients on income and wealth planning, particularly with regard to retirement. The position requires several years of experience in client advisory services and a strong customer-oriented mindset.
Job description
As a financial planner, you advise clients on all financial matters related to their retirement and develop proposed solutions.Your tasks
- Advising individuals on income and wealth planning, particularly with regard to retirement
- Development of proposed solutions in the area of retirement
- Developing and presenting comprehensive financial and action plans tailored to individual client needs and objectives, and supporting their implementation, including identifying and highlighting cross-selling opportunities
- Internal help desk and support center for customer service representatives regarding technical questions about retirement products and their active use
Requirements
- Several years of experience advising clients on income and wealth planning in preparation for retirement
- Strong customer focus, trustworthy, and enjoys direct contact with customers
- Quick learner, able to think holistically, and highly solution-oriented
- Outgoing, communicative, and personable
- Efficient and precise work
- Proactive, ready to take on challenges, and flexible
Job details
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