Job offer
Financial planner80 -100 %
Valiant is looking for a Financial Planner (m/f/d) in Bern to support clients with financial planning and pension issues and develop solutions. The position offers a working time of 80-100%.
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 and companies)
- Developing solutions for clients from the initial idea to the final package of measures and supporting the actual implementation of these measures
- customers on the priority topics of pension provision and retirement in combination 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 Diploma in Financial Consulting or Swiss Federal Diploma in Pension Planning)
- Ideally specialist knowledge and several years of professional experience in the financial services sector
- Enjoy customer contact and results- and solution-oriented work
We offer
- a professional field that can be experienced in a sustainable, unified and committed way
Job details
Training opportunities powered by skillaware.