Senior Financial Planning and Retirement Planning 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 role as a consultant, you will actively contribute to the initiatives of the business unit leadership and the product management teams for retirement products, thereby helping to shape their future direction.

Requirements

• Vocational Maturity Diploma/training and continuing education, or a college degree and relevant continuing education as a financial planner (e.g., Financial Planning Expert, MAS in Financial Consulting).
• Several years of experience and in-depth knowledge in the field of financial planning (retirement planning, investment management, investment and tax advice), ideally also in private banking for individual clients and/or for corporations and executives.
• Ideally, you also have experience in product and project management.
• You have a solid understanding of banking and insurance.
• You have willingly engaged with both internal and external clients in an open and supportive environment.
• Your thoughtful and analytical approach rounds out your profile.

We offer

No information available.