Experienced Financial Planner

Tâches principales

• Supporting our clients at every stage of life by offering tailored solutions.
• Verifying the compliance of financial and pension plans while ensuring their regulatory compliance.
• Close collaboration with the canton’s customer service representatives, for whom you also serve as a point of contact for questions regarding retirement planning.
• Active support in helping advisors grow their portfolios through your expertise and targeted advice.
• Occasional appearances at customer events.

Compétences et aptitudes professionnelles

• Completed commercial training supplemented by a specialization in financial planning and retirement planning (Certified Financial Planner designation or on track to obtain it, training in banking and finance) or a course of study deemed equivalent.
• At least 6 years of proven experience in financial and estate planning.
• Expertise in matters related to the transfer of assets, particularly in the areas of finance, taxation, and estate planning.
• Excellent writing skills in French.
• Native French speaker with proficiency in German and/or English (B2 level).

Qualités personnelles

• Analytical and entrepreneurial mindset
• Diligent and persevering
• Strong communication skills and the ability to interact effectively with customers
• Priorities and organization
• Ability to work in a team, open-mindedness, and good listening skills
• Ability to defend its positions by adopting a solutions-oriented approach

Nous offerrons

• Des formations certifiantes et orientées métiers
• First-rate benefits and attractive working conditions
• A wide range of work throughout the canton
• Dynamic work environment
• A small, intimate establishment