Senior Financial Planning and Retirement Consultant (80–100%)

Tasks

As an expert in financial planning and retirement planning, you will serve as the primary point of contact for internal and external inquiries. In addition to your work as a consultant, you will actively contribute to organizational development and product management for retirement planning products, helping to shape your immediate work environment for the future.

Requirements

• Vocational training and continuing education, or a college degree and relevant continuing education as a financial planner (e.g., Certified Financial Planner, MAS in Financial Consulting).
• Several years of experience and in-depth knowledge in financial planning (retirement planning, wealth management, investment advice, and tax consulting), ideally also in private banking for private clients and/or corporate clients and executives.
• Ideally, you also have experience in product and project management.
• You will prepare for a complete and secure handover with both internal and external clients.
• Your sales and analytical skills round out your profile.

We offer

• Work Schedule: We offer flexible working hours and a flexible remote work model.
• Employee benefits: We offer you preferential terms on most banking services (e.g., accounts, cards, mortgages).
• Annual Work Plan: Find a balance in your daily life throughout the year.
• Sign-up bonus: We'll help you sign up.
• Attractive retirement planning: We offer a wide range of options for retirement planning or our pension fund.
• More than just money: You have the opportunity to get personally involved.