Financial Planner 80 - 100%
- Employment type
- Full-time
- Location
- Zürich · Remote possible
- Company
- Zürich Versicherungs-Gesellschaft AG / Zurich Insurance Company Ltd / Zurich Compagnie d'Assurances SA, Hagenholzstrasse 60, 8050 Zürich
- First posted
Financial Planner (m/f/d) 80 - 100%
Welcome to your future!
55,000 colleagues in 215 countries and territories. Together on the way to rethinking insurance every day - and shaping the future for everyone. Welcome to a strong community where you make a difference from the very beginning. Together we continue to develop!
Financial Planner (m/f/d) 80 - 100%
Do you enjoy creating individual customer solutions in the field of financial and pension planning using your analytical thinking? Are you used to working as a team player in a dynamic environment with various stakeholders? And do you enjoy working with numbers?
Become part of our team of the Center of Competence Financial and Pension Planning at the headquarters of the Business Unit Switzerland and work on financial and pension planning for the sales force of Zurich. In this role, you will support our pension specialists at the general agencies and independently and reliably create financial and pension plans. A small team awaits you, which works together constructively and where helpfulness has a primary importance.
Find out here why Zurich Switzerland is among the "Top 3" employers in Switzerland. Become part of it too and apply as a Financial Planner (m/f/d).
What you do
You independently create complex financial and pension plans for sales.
You participate in the further development of financial planning tools as well as the optimization of processes.
You ensure knowledge transfer to internal and external partners.
You are involved in specialist committees and actively participate in projects.
What you bring
Further education as a Financial Planner with federal diploma (eidg. Fachausweis) or Pension Planning Expert NDS HF, as well as practical experience in financial and pension planning, ideally supplemented by sales experience.
Independent, structured, and responsible way of working.
Open, communicative, and flexible personality with enjoyment in dealing with people.
Knowledge of the financial planning tools from Logismata (Allfina Pro and Pension Planner).
Proficient German language skills; French and/or Italian language skills are an advantage.
Your contact
Senior Talent Acquisition Consultant: Jasmina Pipic ()
Additional information
Part-time or full-time: 80 - 100%
Work location: Zürich, Oerlikon
Hybrid working: up to 40%
We look forward to your online application - even without a cover letter.
You are welcome to convince us of your motivation during a personal meeting.
Who we are
Zurich is a strong brand - more than 1.4 million customers trust our products and services. The basis of our success is our 53,000 employees worldwide, who help our customers in 210 countries and territories to better understand their risks and protect themselves against them. To deliver daily performance, we offer our employees flexible working models and interesting further training opportunities. As a Zurich employee, you benefit from a variety of advantages and a strong culture, characterized by acceptance, diversity, and team orientation.
At Zurich, we maintain a culture of diversity and inclusion. Our goals and values are created to protect our employees, promote trust, and help them reach their full potential. We stand for justice and equality among our employees, regardless of gender, gender identity, sexual orientation, origin, ethnicity, religion, etc. The acquisition of our talent as well as the recruitment processes reflect this commitment in everyday life. Join us and become part of this culture.
Why has Zurich been successful for over 150 years? See for yourself here and become part of it.
Information for recruiters
Zurich does not accept unsolicited applications from recruiters for this position. Recruiters, therefore, please do not submit candidate documents to our employees or via our online career portal. We decline any responsibility for unsolicited applications as well as any fees and thank you for your understanding. jpidb6c859ajm jit0833jm jiy26jm
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Posted 3 days ago