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

Job description

We are our customers’ first bank—and for us, being their first bank means we strive to build personal, one-on-one relationships with them. Our goal is to put our customers’ needs first. That’s why we need you! Are you interested in growing alongside our motivated team members in an innovative environment? Then join us and experience our Financial Planning department at St.Galler Kantonalbank.

Requirements

What you bring to the table:

• Vocational training or continuing education, or a college degree and relevant continuing education as a financial planner (e.g., Certified Financial Planner, Master of Science in Financial Consulting)
• Several years of experience and in-depth knowledge in the field of financial planning (retirement planning, wealth management, investment advice, and tax consulting), ideally also in private banking or product and project management.
• Experience in banking and insurance is a plus.
• You enjoy interacting with internal and external customers in a professional and confident manner.
• Your ability to think critically and analytically rounds out your profile.

We offer

The benefits of working with us:

• Work Schedule: We offer flexible working hours and a flexible remote work model.
• Employee benefits: We offer you discounts on most banking services (e.g., accounts, cards, mortgages).
• Annual Work Program: Expanded during the course of the year as part of St. Galler Kantonalbank.
• Registration Service: We support you with your education and training
• Attractive benefits: We offer you a variety of benefits for retirement planning or through our own pension fund.
• More than just money: You have the opportunity to grow personally.