Senior Financial Planner

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 knowledge 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 acumen
• Excellent interpersonal skills and ability to work in a team of specialists
• Fast learner with strong analytical and conceptual skills
• Reliable, solution-oriented and highly client-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