Financial Planner (f/m) 80-100%

Michela, Tobias, Gilberto and other colleagues from the Financial Planning team and the Advisory & Solutions department in Basel are looking for reinforcement. In other words: you!

Your new job ##

• Conducting initial appointments with wealthy private clients
• Winning advisory projects for a fee
• Creating and discussing financial plans
• Defining further implementation measures from the plans together with the client advisors
• Contact point for questions from sales in connection with retirement, taxes, pension

What we benefit from ##

• Several years of experience as a financial planner
• Subject-specific further training as a federal financial planner, financial planning expert, MAS Financial Consulting
• Joy in contacting people and the gift to inspire both client advisors and clients
• Independent, committed as well as solution- and result-oriented with strong negotiation skills
• Strong communication skills and the ability to explain complex financial matters in an understandable, simple and clear manner

How you benefit ##

• Besides a bank with much tradition, find further exciting ways to help shape the group at our young, cheeky subsidiary Bank Cler
• Work flexibly in terms of time, opportunities for home office
• An unexcited, wonderfully uncomplicated team spirit
• Interesting development opportunities - and we are there to support you with advice and action
• You expect a thoroughly good employment package from us? You are right, here are the details and many other benefits

Any questions? ##

Gladly! When it comes to technical matters, Melanie Bissig, Head of Financial Planning, is happy to receive your call at 061 266 24 59. For all other questions regarding BKB, Raphael Schlageter is happy to be there for you.

P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the cover letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!