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

Job description

We are looking for a Senior Financial Planner (m/f) to join our Wealth Planning team in Basel. As a Senior Financial Planner, you will be responsible for providing comprehensive, client-centered advice on retirement planning, pensions, wealth management, and taxes.

Tasks

- Provide comprehensive, needs-based advice to clients (particularly in the Private Banking, Key Clients, and B&E segments) on topics such as retirement planning, pensions, wealth management, and taxes - Develop complex financial, pension, and tax plans - Help develop and conduct internal training sessions, presentations, and client events

Requirements

- Several years of experience as a financial planner - Experience in pension optimization (1a), salary vs. dividend comparisons, and tax optimization - Specialized continuing education as a federally certified financial planner, financial planning expert, and MAS in Financial Consulting - Enjoys interacting with people and has a knack for inspiring clients - 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

We offer

- Flexible work hours, opportunities to work from home - A relaxed, flat-structured team environment - Exciting opportunities for professional growth - A comprehensive benefits package