Job offer

Individual Pension Plan Administrator

The Valais Cantonal Bank is seeking an Individual Retirement Planning Manager (80–100%) in Sion to manage retirement planning matters and client accounts for the private bank. The ideal candidate has a business background with a specialization in individual retirement planning, as well as a good command of German.

Profile and Requirements

  • Business training, with specialization and experience in individual retirement planning; a certificate or diploma is a plus.
  • Good knowledge of German.
  • Ability to manage your priorities and work independently.
  • Emphasis placed on the quality and precision of the work.
  • A respectful and patient person with customers, a good listener, and someone who puts bank customers at ease by showing a genuine understanding of their financial needs.
  • A passion for teamwork, a strong commitment to customer service, and the ability to meet your sales goals.
  • Very organized and highly adaptable.
  • A good command of English would be a real asset.
  • A thorough, detail-oriented person with good interpersonal skills.
  • A good communicator with strong listening skills.
  • A dynamic and creative person who enjoys challenges and is a team player.
  • A motivated and dedicated person who enjoys being recognized for your work.
  • A curious person who loves to learn, is well-educated, and is responsible.
  • A respectful person with a strong sense of ethics.
  • An organized person with good time-management skills.
  • A meticulous person with strong analytical skills.
  • An attentive person with strong active listening skills.
  • A respectful person with a strong capacity for empathy.

Vos missions

  • Management of all types of events related to retirement planning for private clients (pensions, group retirement plans, home ownership, disability, divorce, relocation abroad, purchase of additional years of service, and annuity contracts).
  • Administration, under your responsibility, of Savings 3 customer accounts and Bannassance contracts.
  • Regular communication with external stakeholders (group pension plans, guarantee funds, supplemental pension plans, auditors, and supervisory authorities).
  • Collaboration in the operational management of savings funds 3 and in the preparation of annual financial statements for tax purposes.
  • Ensure the quality and timeliness of case processing.
  • Provide support to internal and external clients and share useful information.

Job details

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