Senior Financial Planner for Entrepreneurs

Senior Financial Planner for Entrepreneurs (m/f/d) Raiffeisen Schweiz supports the Raiffeisen banks with a specialist team in providing holistic advice to our customers – from financial planning and pension planning to inheritance topics. We are specifically expanding the area of financial planning for entrepreneurs. In doing so, we support our banks in advising entrepreneurial customers, particularly on the topics of pension planning, taxes, asset structure, and succession planning. To strengthen our team located at Zürich-Flughafen (The Circle) with the possibility of working partly from a home office, we are looking for a flexible and independent personality as a Senior Financial Planner for Entrepreneurs (m/f/d), starting immediately or by arrangement. Senior Financial Planner for Entrepreneurs (m/f/d) What awaits you? Holistic advice for entrepreneurial customers (pension, taxes, assets, succession) Creation of comprehensive financial plans taking into account the private and entrepreneurial situation Conducting demanding customer meetings Development of individual solutions including planning balance sheets and income statements Optimizations or design of pension planning, especially the pension fund Development of concepts for restructuring and/or succession in cooperation with tax experts Active participation in building up the financial planning service for entrepreneurs Visibility through presentations and customer events What do you bring with you? Several years of experience in financial planning with a connection to business consulting Degree as a financial planning expert or SME financial expert, supplemented by further training in the field of succession or fiduciary services Knowledge of Logismata Allfina as well as MS Office Very good German language skills Excellent communication, presentation, and negotiation skills We offer flexible working models The work-life balance of our employees is important to us. Therefore, we create the conditions so that working hours can be designed flexibly – with offers for mobile working, home office, and part-time positions. We maintain a family-like environment Cooperative values are our pillars: Together. For each other. They shape our cooperation and our interaction with one another. The "Du" culture creates personal closeness and equality across all functional levels. We live diversity and equal opportunity We promote the different perspectives, experiences, and competencies in our teams. Because this diversity makes us special and contributes decisively to our success. We offer collective profit sharing instead of individual bonuses We put collective performance in the foreground. Therefore, we have collective profit sharing instead of individual bonus payments. This promotes a healthy corporate culture in which overarching goals are pursued together. 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 make "live healthy & work" a program With our holistic "live healthy & work" offer, we support our employees in finding and maintaining a healthy balance between professional and private life in the long term. Do you have questions? For content-related questions about the position: Team Leader Financial Planning for Entrepreneurs +41 (44) 745 35 96 For questions about the application process: Saskia Wollfart Recruiting Partner +41 (71) 424 17 32 About us jpid04feec2jm jit0729jm jiy26jm