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, acting as a guide and a sounding board. In addition to this advisory role, you will also be part of the interdisciplinary product management team for retirement planning, helping to create a direct support system for our clients.

Requirements

- Professional training and continuing education, or a college degree or equivalent training as a financial planner (Bfp, financial planning certification, MAS in Financial Consulting) - Several years of experience and in-depth knowledge in the areas of finance (retirement planning, insurance), investments, and taxation; ideally also in private banking or working with entrepreneurs and executives; ideally also with product and project management - Your knowledge of banking and insurance is an advantage - You enjoy interacting with internal and external clients in a competent and confident manner - Your networked and analytical mindset enhances your profile

We offer

- Work-Life Balance: We offer you a flexible remote work model that reflects your actual working hours - Employee Benefits: We offer you discounts on most banking services (e.g., withdrawals, account statements, mortgages) - Annual Work Program: Experience St.Galler Kantonalbank’s special event days throughout the year through joint events for our employees - Professional development opportunities: We support you on your path to education and professional development - Attractive benefits: We offer you our networked savings plans for retirement through our partner institutions