Pension Specialist

The role

Are you a proactive, independent, and entrepreneurial-minded person? Are you interested in a role in the pension sector that offers a high degree of autonomy and entrepreneurial freedom? Then you’ve come to the right place! The main responsibilities of this position include:

• As a specialist, you will develop retirement planning strategies for our clients and support our client advisors
• As a retirement planning specialist for Personal Banking in the Basel region, you will develop comprehensive solutions for our clients, identify additional opportunities, and provide recommendations to our client advisors
• Close collaboration with customer advisors, branch managers, and regional managers in the Basel region
• Planning, organizing, and participating in client events, including speaking engagements, as well as maintaining active communication with all relevant stakeholders
• Coaching employees on their professional development in the area of retirement planning

What we wish for

We are looking for someone with:

• several years of professional experience in a
• Training as a Financial Planner or Pension Advisor
• Availability within our region
• analytical approach and strong
• results-oriented and dedicated
• passionate networker
• A passion for continuous learning
• Proficiency in German; English

We offer

We offer comprehensive benefits in Switzerland and are passionate about putting our employees first by providing them with new challenges, a supportive team, opportunities for growth, and flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their careers.