Senior Financial Planner (m/f) 80–100%

Your new job

- Provide comprehensive, tailored advice to clients (particularly in the Private Banking, Key Clients, and SE&I segments) on topics such as retirement planning, pensions, wealth management, and taxes - Develop complex financial, pension, and tax plans - Help design and deliver internal training sessions, presentations, and client events

We benefit from this

• Several years of experience as a financial planner
• Experience in pension adjustment optimization, salary vs. dividend comparisons, and tax optimization
• Professional development as a Certified Financial Planner, Financial Planning Specialist, 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, our young, bold subsidiary is exploring new and exciting ways to serve our customers
• Flexible working hours, options for working from home
• An unagitated, wonderfully uncomplicated team spirit
• Interesting development opportunities - and we are on hand with help and advice
• You expect us to offer a comprehensive employment package