Job offer

Senior Financial Planner for Entrepreneurs (m/f/d)

Raiffeisen Switzerland is seeking a Senior Financial Planner for Business Owners (80–100%) in Aarau to advise business owners on strategic topics such as revenue and succession planning. The role also includes coaching top-performing staff, leading project meetings, and developing customized solutions and visualizations.

Aarau

Raiffeisen Switzerland

80-100%

Tasks

Comprehensive consulting for business clients (strategy, revenue, storytelling, succession planning)
Coaching on self-directed high performance and assessing projects, entrepreneurs, and situations
Conducting Structured Project Meetings
Development of Custom Solutions/2D Visualizations and Design Visualizations
Opportunity and order analyses to ensure we meet our commitments to the customer
Supporting employees on projects such as marketing to target customers
Work-Work-Work-Work (in a role that encourages people to become entrepreneurs)
Consultation Based on Architectural and Client Archives

We offer

Collective profit-sharing instead of individual bonuses
Promoting personal and professional development
Healthy Living & Working: The Program

Original job description

Job details

Found on:

September 27, 2026

Employer:

Raiffeisen Switzerland

job percentage:

80-100%

Place of work:

Aarau

Place found on:

https://jobs.raiffeisen.ch/offene-stellen/senior-finanzplaner-fuer-unternehmer-w-m-d/8e484278-f747-491d-8dda-cc49527e85f5

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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