Wealth Planner and Retirement Planning Specialist, Basel

Tasks

• Expand your career in the field of retirement planning with a high degree of autonomy and entrepreneurial freedom in the Basel micro-region.
• Advisory services within our Basel network for our client base and clients, with a strong focus on sustainable practices and a balanced approach to retirement planning and financial products.

Requirements

• Several years of professional experience at a bank or insurance company as a customer service representative with in-depth knowledge of retirement planning.
• Training as a Financial Asset Manager.
• Initiative, team spirit, and a commitment to customer relationships.
• A passion for continuous learning and knowledge.
• Good English skills.