Financial Planner (w/m/d)

For Raiffeisenbank Bern, a successful and locally oriented bank with branches at Waisenhausplatz and in Muri b. Bern, we are looking for a committed, proactive, and service-oriented personality as Financial Planner (w/m/d) 70-100%.

Financial Planner (w/m/d)

What awaits you?

• Comprehensive advice on sophisticated issues regarding retirement, pension, property and inheritance law, as well as wealth structuring.
• Development of individual and needs-based solutions, taking into account the personal goals and life situations of our clientele.
• Recognizing and exploiting customer needs and potential
• Active co-shaping of the future of our financial planning business and contributing own ideas for further development.
• Collaboration in the planning and implementation of market development measures, customer events, and internal training

What do you bring with you?

• You have completed further training as a Financial Planner with a federal diploma (eidg. Fachausweis) and ideally possess advanced qualifications, such as CFP®, MAS Financial Consulting, or comparable further training.
• Several years of experience in the area of holistic customer advisory and financial planning
• Very good knowledge in the areas of: investing, pension planning, protection, and financing
• You work independently, structured, and goal-oriented and convince through your strong customer and team orientation.
• Experience with Allfina/Logismata or comparable financial planning software is an advantage.

We maintain a family-like environment

The cooperative values are our cornerstones: 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 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 offer attractive conditions and social benefits

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

Do you have questions?

For content-related questions about the position:

Cédric Schmidlin
Team Leader Investment Client Advisory
+41 (31) 326 05 10

For questions about the application process:

Silvia Amgwerd
HR Manager
+41 (31) 326 05 32

We look forward to your online application

About us

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