Finanzplanerin (w/m) 80-100%

Stellenbeschreibung

Join Schwarz und Wyss, where tradition meets diversity! Enjoy a vibrant work culture and flexible options. Tasks Conduct initial meetings with wealthy private clients. Win advisory projects for a fee. Create and discuss financial plans with clients. Skills Experience as a financial planner is essential. Strong communication skills to explain complex financial issues. Self-motivated, engaged, and solution-oriented. This job ad was AI-translated from German. See original About the job Schwarz und Wyss - our favourite colours since 1899. Simple. Elegant. Straightforward. As an employer, however, we are refreshingly colourful, diverse and varied. And sometimes quite different from what you might think. Like here in the job advertisement. Because who actually says that women are simply implied in male texts? Because we want even more female power at BKB, we simply turn the tables and write in the female form. Men? Of course, still very welcome. Would you like to learn more about who we are and how we tick? Gladly. Your new job Conducting initial appointments with wealthy private clients Winning consulting projects on a fee basis Creating and discussing financial plans Defining further implementation measures from the plans together with the client advisors Point of contact for sales questions related to retirement, taxes, and pensions What we benefit from Several years of experience as a financial planner Specialist training as a federal financial planner, financial planning expert, MAS Financial Consulting Enjoyment in contact with people and the ability to inspire both client advisors and clients Independent, committed, as well as solution- and result-oriented with strong negotiation skills Excellent communication skills and the ability to explain complex financial matters clearly, simply and understandably What you benefit from Alongside a bank with a long tradition, find further exciting paths at our young, cheeky subsidiary Bank Cler to help shape the group Flexible working hours, opportunities for home office A relaxed, wonderfully uncomplicated team spirit Interesting development opportunities – and we are here to support you with advice and assistance Expect a comprehensive employment package from us? You are right, here are the details and many other benefits Any questions? Gladly! For technical matters, Melanie Bissig, Head of Financial Planning, looks forward to your call at 061 266 24 59. For all other questions about BKB, Raphael Schlageter is happy to assist you. P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!