Financial Planner 80–100%

Tasks

• Preparation and presentation of wealth management plans for the bank's clients and prospective clients
• Promotion of the bank and all its products and services
• Tapping into the potential of the existing customer base
• Acquiring New Customers
• Providing clients with guidance in the areas of financial planning, retirement planning, taxes, and estate planning, and building a trusting partnership
• Collaboration with the bank's various divisions, particularly with asset management, private banking, and corporate banking
• Contributing to a sound risk culture in compliance with all laws, regulations, and standards governing asset management

Requirements

• Swiss Federal Financial Advisor Diploma and/or Tax Expert Diploma, or equivalent training
• Ability to advise private clients, business owners, and their families on complex financial matters related to financial planning, retirement planning, and taxes
• The ability to set priorities and manage time and resources
• Experience in strengthening existing customer relationships and building new ones through networking and business development
• Excellent communication skills in French for serving the French-speaking customer base, and very good knowledge of German