Job offer
Pension expert
Clientis BS Bank Schaffhausen is looking for a motivated and competent person as a pension expert to accompany clients on their way to financial security and to create individual pension and retirement plans. The position offers flexible working conditions, fair terms and conditions and a "you" culture at eye level.
Job description
Your contribution
You accompany our clients with vision and sensitivity on the path to financial security - from retirement planning to retirement, your sound advice creates trust, your initiative new contacts.
Your tasks
- They are the first point of contact for all questions relating to pensions, retirement and financial planning.
- They create holistic, individual pension and retirement plans - professionally and practically.
- You are actively involved and contribute new ideas to the further development of our advice center.
- You will assume internal specialist responsibility for the area of pensions.
What you bring with you
- A real passion for people and consulting.
- Sound experience in pension and retirement planning.
- An authentic, likeable appearance - clear, open and engaging.
Why you will feel at home with us
- You culture at eye level: open, honest, respectful.
- Short paths, clear decisions: We act in a solution-oriented manner.
- A strong team: helpful, motivated, human.
- Flexible working: Home office and working hours that suit your life.
- Fair conditions & genuine appreciation: benefits that you really feel.
- Room for ideas: helping to shape instead of just running along.
Job details
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