Financial Planner

Financial Planner (a) We are constantly developing new ideas to improve ourselves and our services. Our specialists are the driving forces in this process. Does this environment appeal to you? Then you are the right fit for this exciting position as a Financial Planner, in which you will take your team to the next level and play a decisive role in shaping BEKB. Let your ideas grow with us; together we offer more than banking. Financial Planner (a) Workload 60-100% Work location Bern-Bundesplatz How you inspire You create and present needs-based, complex financial plans and pension analyses for natural persons in all life situations You advise our private clients on retirement planning, pension and insurance issues, as well as in tax matters You are the point of contact for specialist questions for our internal customers / financial coaches You ensure active and efficient cooperation with our financial coaches and support them in achieving their goals You give presentations at customer events on financial advisory topics and independently acquire new mandates What you bring with you You have a solid basic education in banking or insurance as well as completed further training at least as a Financial Planner with federal professional certificate or Financial Planning Expert Thanks to your good language skills in German, you are convincing in advisory; ideally, you also bring another foreign language, e.g., ösisch You are an proactive and customer-oriented personality with quick comprehension and very good analytical skills Preferably, you have already been able to successfully apply your specialist knowledge for several years in a comparable, customer-oriented environment You are a flexible personality with an exact way of working and pleasant manners Mir engagiere üs für di! Promotion of your individual development needs, temporally and financially Flexible forms of working (part-time, job-sharing, home office, annual working hours) Between 27 – 30 vacation days per year Sustainable compensation: no individual bonuses, but profit sharing for all employees How we treat each other: Du-culture - open – personal – team-oriented Dini BEKB For pathfinders, bridge builders and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and accompany private and corporate customers with innovative financial services. The needs of our customers are always the focus of our daily work. With our IT subsidiary aity AG, we create the right technical requirements for this. The well-being of our employees is close to our hearts. We promote young as well as experienced talents in their further development, advocate for individual and flexible forms of working, and pave the way for our employees for further education and career opportunities. Our open and positive corporate culture is at the forefront. Trust, commitment and sustainability are firmly anchored with us; diversity, collaboration and humor are part of our DNA. Dini zuekünftigi Füehrigsperson Your manager is happy to give you information about your future position, such as your activities and your team: Frutiger Head of Financial Planning Write e-mail (<>) / Dini Kontaktperson us em HR We are happy to answer your questions about the application process, your future terms of employment and the BEKB culture: Justyna Walloschek HR Business Partner jpid7e24a4ajm jit0833jm jiy26jm