Head of Financial Planning in Freiburg

Tasks

• Defining and implementing the wealth management strategy in collaboration with the General Directorate.
• Ensuring the commercial, financial, and operational performance of the business unit.
• Promoting a culture of excellence in financial advisory services and the customer experience.
• Motivating, supporting, and guiding the team as it works toward ambitious goals.
• Ensuring consistent risk management and compliance with regulatory requirements.
• Maintaining and strengthening relationships with key partners, as well as representing the bank in matters related to customers.

Requirements

• You have a college degree or equivalent education, as well as in-depth knowledge of banking, supplemented by experience in the finance and investment sectors.
• You are a recognized leader who can motivate your team, help them grow, and guide them toward excellence in an atmosphere of trust and collaboration.
• You possess strategic vision and a strong business acumen. You know how to set priorities, manage change, and turn opportunities into concrete results.
• You build trust through your interpersonal skills, your ability to listen, and your communication and persuasion skills.
• You build lasting relationships with your customers as well as with our female customers and business partners.
• They are well-connected within the regional economy and have a high-quality network.
• They are also able to understand the language and culture of their client base, as well as the laws and regulations of the respective jurisdiction.
• You are a native speaker of French or German and have a very good command of the other language.

We offer

• A strategic role within a leading bank with direct influence on the future development of wealth management services.
• A high degree of personal responsibility in an environment where decisions are made based on individual responses.
• A dedicated team and a challenging, people-oriented, and inspiring work environment where collaboration makes all the difference.
• Long-term career prospects at a bank that is firmly rooted in its canton.
• Competitive compensation, above-average benefits, and preferential terms for banking products and services.
• A corporate culture that shares your values of closeness, responsibility, and sustainability.