Financial Planner (w/m/d)

Raiffeisenbank Winterthur is a successful pension and investment bank in the city of Winterthur. It operates in an innovative and attractive market area with a lot of potential.
To further expand our offering in the area of pension and financial planning, we are expanding our two-person team and are looking, effective immediately or by arrangement, for a committed personality who will accompany our clientele in the long term with expertise, foresight, and enthusiasm.

Financial Planner (w/m/d)

What awaits you?

• You will actively help shape the future of our financial planning business and drive its further development. Through your commitment, you strengthen our positioning as a competent pension and investment bank.
• You will independently create pension plans and pension analyses and present understandable as well as sustainable solution proposals to your clients.
• You will actively support the client advisors in acquiring new funds as well as in expanding the investment business. You will also support our client advisors in all questions related to financial planning (including simple inheritance topics).
• You will plan, organize, and inspire clients at events and specialist occasions and contribute to their success.

What do you bring with you?

• Several years of professional experience in the field of financial and pension planning
• Further training in the field of pension and/or financial planning (Financial Planner with federal diploma)
• High level of initiative and willingness to perform
• Distinct sales-oriented thinking and acting
• Great passion for financial planning and joy in accompanying clients

We provide space for initiative and co-creation

We invite our employees to actively help shape their work and take on responsibility. This creates varied tasks that create real added value – for all who want to make a difference.

We promote personal and professional development

Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees specifically – with a diverse internal educational offering as well as a cost contribution for external further training.

We maintain a family-like environment

The cooperative values are our pillars: Together. For one another. They shape our cooperation and our interaction with one another. The "Du" culture creates personal closeness and equality across all functional levels.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on bank products, various shopping discounts with third parties, as well as above-average retirement provision.

Do you have questions?

For content-related questions about the position:

Marcel Eigenmann
Team Leader Financial Planning

For questions about the application process:

Lara Russ
HR Manager

We look forward to your online application

About us

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