Job offer
Senior Financial Planner
As a Senior Financial Planner at Vontobel, you will support private clients in French-speaking Switzerland in planning their financial future, working closely with a team of experts. You will be responsible for drawing up individual financial plans, advising clients and acquiring new mandates.
Job description: Senior Financial Planner
Tasks
- Comprehensive financial, pension, tax and estate planning advice for clients
- Development of individual financial plans and implementation of client-specific analyses and thematic consultations
- Growth of customer relationships in the French-speaking region of Switzerland (Geneva and Lausanne)
- Proactive promotion and acquisition of wealth planning mandates
- Supporting relationship managers with expert insights and customized solutions
- Representation of our wealth planning expertise at internal and external events
Requirements
- Several years of experience in financial and pension planning, ideally in private banking
- Excellent negotiation and customer acquisition skills
- Excellent communication and counseling skills
- Developed sales orientation and business focus
- Excellent interpersonal skills and ability to work in a team of professionals
- Fast learner with strong analytical and conceptual skills
- Reliable, solution-oriented and highly customer-focused
- Fluent in French, English and ideally German - written and spoken
We offer
- A collaborative culture with short decision-making paths and a strong exchange of experts
- Supportive, cross-functional teamwork
- Generous social benefits and a wide range of employee benefits
Job details
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