Job offer
Senior Financial Planner (m/f) 80–100%
Basler Kantonalbank is seeking a Senior Financial Planner (m/f) for an 80–100% position to provide comprehensive advice to clients in the areas of private banking, key clients, and S&E, and to develop complex financial, retirement, and tax plans. The position offers flexible working hours, the option to work from home, and exciting opportunities for professional growth within a young and dynamic team.
Your new job
- Provide comprehensive, tailored advice to clients (particularly in the Private Banking, Key Clients, and S&E segments) on retirement planning, pensions, wealth management, and taxes - Develop complex financial, pension, and tax plans - Help design and deliver internal training sessions, presentations, and client eventsWe benefit from this
- Several years of experience as a financial planner
- Experience in pension optimization (1e), comparing salary and dividends, and tax optimization
- Professional development as a Certified Financial Planner, Financial Planning Expert, and MAS in Financial Consulting
- Enjoy interacting with people and have the ability to inspire customers
- Self-motivated, dedicated, and solution- and results-oriented, with strong negotiation skills
- Strong communication skills and the ability to explain complex financial matters in a way that is understandable, simple, and clear
How you benefit
- Alongside a bank with a long tradition, finding diverse and exciting ways to serve its customers
- Flexible working hours, options for working from home
- An unpretentious, wonderfully uncomplicated team spirit
- Interesting development opportunities - and we are on hand with help and advice
- An all-round good employment package
Job details