Senior Financial Planner for Entrepreneurs (m/f/d)

Become part of our team!

Raiffeisen Schweiz supports the Raiffeisen banks with a specialist team in providing holistic advice to our customers - from financial planning and pension schemes to inheritance topics.

We are specifically expanding the area of financial planning for entrepreneurs. In doing so, we support our banks in advising entrepreneurial customers, particularly in the areas of pension schemes, taxes, asset structure, and succession planning.

To strengthen our team located at Zürich-Flughafen (The Circle) with the possibility to work partially from home, we are looking for a flexible and independent personality as a Senior Financial Planner for Entrepreneurs (m/f/d) starting immediately or by arrangement.

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What awaits you? ##

• Holistic advice for entrepreneurial customers (pension schemes, taxes, assets, succession)
• Creation of comprehensive financial plans taking into account the private and entrepreneurial situation
• Conducting demanding customer meetings
• Development of individual solutions including planning balance sheets and profit and loss statements
• Optimizations or design of pension schemes, particularly the pension fund
• Development of concepts for restructuring and/or succession in cooperation with tax experts
• Active participation in the development of the financial planning service for entrepreneurs
• Visibility through lectures and customer events

What do you bring with you? ##

• Several years of experience in financial planning with a connection to business consulting
• Degree as a financial planning expert or SME financial expert, supplemented by further training in the field of succession or fiduciary services
• Knowledge of Logismata Allfina as well as MS Office
• Very good German skills
• Excellent communication, presentation, and negotiation skills