Job offer

Senior Corporate Financial Planner (m/f/d)

Raiffeisen Switzerland is seeking a Senior Corporate Financial Planner (m/f/d) to prepare company-specific financial plans and advise clients on financing and retirement planning. The ideal candidate should have several years of experience in financial planning with a focus on corporate finance.

Abroad

Raiffeisen Switzerland

80-100%

Tasks

Preparation of company-specific financial plans that take into account both personal and business circumstances
Conducting discussions regarding the implementation of financing
Coordination of specialists in the fields of law, taxes, and succession planning
Optimization and formulation of the long-term financial investment strategy
Development of strategies for businesses and succession planning within a family context
Active involvement in matters related to corporate financing
Visibility through presentations and customer relationships

Requirements

Several years of experience in financial planning related to corporate finance

We offer

We are making "healthy living and working" our mission.

Original job description

Job details

Found on:

June 16, 2026

Employer:

Raiffeisen Switzerland

job percentage:

80-100%

Place of work:

Abroad

Place found on:

https://jobs.raiffeisen.ch/offene-stellen/senior-finanzplaner-fuer-unternehmer-w-m-d/a323392d-711e-411f-82ff-c3ec254ff4a4

About the employer:

The Raiffeisen Group is a Swiss cooperative association.

It comprises over 200 independent Raiffeisen banks.

These offer financial services for private and corporate customers.

The range includes accounts, loans, insurance and investment products.

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