Financial planner:in

Job description

Financial Planner: 80% - 100% | Wealth Planning | Zurich | Experienced

Tasks

• Professional provision of complex financial advice (including the preparation of financial plans and risk and pension advice) for individuals, including entrepreneurs, residing in Switzerland.
• Supporting customer advisors in customer retention, potential exploitation, and acquisition
• Jointly responsible for quality control of consulting mandates
• Representing the division internally and externally, as well as in the new and further development of our consulting services

Requirements

• Completed university or technical college degree or higher vocational training in financial planning or financial consulting, as well as in-depth training in taxation or fiduciary services.
• Affinity for managing employees
• Several years of professional experience in financial planning and pension consulting
• You are a flexible, team-oriented person with a high level of commitment to your work.
• You impress with your empathy and communication skills, enjoy working with people, and have a winning and confident manner.

Our offer

• A dedicated and motivated team of proven experts who look forward to working with you.
• With us, you can contribute your passion for financial planning and work independently with a high degree of personal responsibility.
• An employer that offers you opportunities for personal and professional development and supports you with a wide range of benefits.
• The opportunity to actively promote your own development and that of our consulting services in a dynamic environment
• Attractive workplace at Bahnhofstrasse 9, in the heart of Zurich, and consulting assignments at our branch locations
• An attractive overall package with extensive fringe benefits and perks, from retirement provisions to the ZVV Bonus Pass.