Job offer
Financial planner (f/m)
BKB is looking for a Financial Planner (f/m) for the Wealth Planning team in Basel, who will advise clients on topics such as retirement planning, pensions, assets, taxes and business succession and prepare financial plans. The position offers a good work-life balance, development opportunities and an attractive employment package.
Job description: Financial planner (f/m)
Your new job
- Providing clients and entrepreneurs with comprehensive and needs-based advice on the topics of pensions, retirement, assets, taxes and business succession
- Create financial planning and tax planning as well as salary and dividend comparisons
- Actively and proactively developing the market and thus opening up new segments
- Contributing to the development and implementation of internal training courses and presentations as well as specialist events
Requirements
- Several years of experience as a financial planner and in particular experience in the preparation and support of company successions
- Specialized further training as a federal financial planner
How you benefit
- In addition to a bank with a long tradition, find other exciting ways to help shape the Group at our young, bold subsidiary Bank Cler
- Time freedom, opportunities for working from home
- An exceptional, hierarchically uncomplicated team spirit
- Interesting development opportunities - and we are on hand with help and advice
- An all-round good employment package
Job details
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