Job offer

Senior Financial Planning and Retirement Planning Consultant

The position of Senior Consultant for Financial Planning and Retirement Planning (60–100%) in the Zurich or Rapperswil area offers a role in a banking environment with a focus on personalized client service and work-life balance.

Zurich

St. Gallen Cantonal Bank (SGKB)

60-100%

Tasks

Personal Support
Developing Solutions
Customer Reliability
High Quality and Expertise
Redesign and develop existing processes on your own

We offer

Attractive working conditions
Good work-life balance
Additional Benefits
Employer-Sponsored Retirement Plans
Develop Together
Discounts from well-known providers

Original job description

Job details

Found on:

September 22, 2026

Employer:

St. Gallen Cantonal Bank (SGKB)

job percentage:

60-100%

Place of work:

Zurich

Place found on:

https://www.sgkb.ch/de/ueber-uns/karriere/stellenangebote/3813-senior-berater-in-finanzplanung-und-vorsorge-80-100-,-region-zuerich-u-o-rapperswil-rapperswil

About the employer:

St. Galler Kantonalbank is a Swiss cantonal bank headquartered in St. Gallen.

It was founded in 1868 and belongs to the canton of St. Gallen.

The bank offers comprehensive financial services to private and corporate customers.

It has strong regional roots and operates numerous branches in Eastern Switzerland.

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