Senior Financial Planning and Retirement Planning Consultant

Tasks

We are looking for a Senior Financial Planning and Retirement Planning Consultant. The role involves providing financial planning and retirement planning services to clients.

Requirements

- Vocational baccalaureate/training and continuing education or a college degree and relevant continuing education as a financial planner (e.g., financial planning training, MAS in Financial Consulting) - Several years of experience and in-depth knowledge in the areas of finance (pension planning, insurance), investments, and taxation; ideally also in private banking with entrepreneurs and executives; ideally experience in product and project management - Knowledge of banking and insurance operations is an advantage - Competent and confident support for both internal and external clients - Strong written and analytical skills

We offer

- Flexible scheduling: Flexible working hours with a flexible remote work model - Employee benefits: Discounts on most banking services (e.g., accounts, cards, mortgages) - Annual work program: Renewal of St. Galler Kantonalbank benefits throughout the work year - Opportunities to enroll: Support for training and continuing education - Attractive retirement planning: A wide range of options for retirement planning or personal pension funds - More than just money: Attractive base salary