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, such as customer inquiries, seminars, and internal sales, product management, and marketing events. In addition to your role as a consultant, you will also contribute to organizational development and product management initiatives related to retirement planning, thereby helping to gradually shape your immediate work environment.

Requirements

• Vocational Maturity School 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 the financial sector (pension planning, insurance), investment, and tax; ideally also in private banking and/or product and project management, with relevant experience in these areas
• Knowledge of banking and insurance is a plus
• You enjoy working with both internal and external clients in a professional and reliable manner
• Your ability to think critically and analytically is a strong asset to your profile

We offer

• Flexible hours: We offer flexible working hours with a flexible remote work model
• Employee benefits: We offer you discounts on most banking services (e.g., accounts, cards, mortgages)
• Students: Once a year, you have the chance to participate in the St. Galler Kantonalbank's open house days
• Orientation Courses: Helping You Get Started: We support you in your education and professional development
• Comprehensive retirement planning: We offer you reliable retirement planning in case you are no longer able to work
• An attractive salary