Senior Financial Planning and Retirement Planning Consultant

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 an advisor, you will contribute your knowledge of service processes and product management tools, helping to develop them in a way that ensures they receive direct feedback and are continuously improved.

Requirements

• Initial 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 up-to-date knowledge in financial planning (retirement planning, wealth management, investment advice, and tax consulting), ideally also in private banking or treasury, as well as experience in product and project management.
• Experience in 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 makes you a true professional.

We offer

• Part-time or full-time position
• Employee benefits: We offer you special rates on most banking services (e.g., stocks, purchases, mortgages).
• Annual Work Plan: Create the best schedule for yourself throughout the year.
• Flexible work hours with a flexible remote work model.
• Further training opportunities
• Well-being and Time Management