Pension Consultant and Financial Planner
- Employment type
- Full-time
- Location
- Zufikon
- Company
- Raiffeisenbank Mutschellen, Luzernerstrasse 1, 5621 Zufikon
- First posted
Pension Consultant and Financial Planner (w/m/d)
Through the recent merger, we were able to strengthen our Raiffeisenbank. This strategic decision enables us to take new paths, specialize our services and enrich our team with fresh talent. Become part of our success story!
The Raiffeisenbank Mutschellen has over 100 employees, including 7 apprentices. With team spirit, we achieve great things! The Raiffeisenbank is strongly rooted in the region.
We are convinced that together we can achieve more than each individual can on their own. That's why you will become part of a team that celebrates successes together, supports you and makes you laugh when things don't go as planned. Because working with us doesn't just mean spending time in the office. Working with us means being inspired by fantastic ideas in a team and conquering the working day and the whole world together.
Pension Consultant and Financial Planner (w/m/d)
What can you expect?
Unbeatable team with humor
Independent activity with required free space
Modern bank premises
Development opportunities
Participation in cross-team projects
No making billions like Gordon Gekko, but also not just pocket money
What do you bring?
Completed banking apprenticeship or comparable training
Further education in financial planning (e.g. financial planner with federal specialist certificate) or equivalent qualification
Experience in pension consulting and financial planning
Flexible, independent and structured way of working
Ability to convey complex topics in a customer-oriented and understandable way
We cultivate a family-friendly environment
The cooperative values are our cornerstones: Together. For each other. They shape our cooperation and our interaction with each other. The du culture creates personal closeness and eye-level across all functional levels.
We live diversity and equal opportunities
We promote different perspectives, experiences and competencies in our teams. Because this diversity makes us special and contributes significantly to our success.
We promote personal and professional development
Lifelong learning is part of our culture. We create space for individual technical and personal development and support our employees in a targeted manner - with a diverse range of internal training programs and a cost-sharing program for external further education.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages in bank products, various purchasing discounts from third parties and above-average old-age provision.
What's it about?
Technical support for our customer advisors in pension topics
Independent consulting for customers in the branches Zufikon, Berikon, Birmensdorf and Uitikon Waldegg
Conducting initial interviews for customer acquisition in the areas of financial planning and estate planning
Creating individual financial plans and presenting the results to the customer
And now it's your turn!
Just send us your CV and certificates by e-mail and answer the following three questions:
1. How can you show what's inside you in the new function?
2. Under what conditions are you willing to achieve great things?
3. What's not in your CV, but would be interesting for us?
You can save yourself the motivation letter. Our goal is to give you feedback within 3 working days.
Do you have questions?
If you have any questions, Wipfli, Deputy Head of HR, is available to you under the phone number.
Moving forward together. GO FAR. GO TOGETHER.
We look forward to your online application
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Posted 6 days ago