What awaits you?

• Primary contact for Raiffeisen Banks regarding financial planning
• Proactive support and advice to Raiffeisen Banks to optimise their positioning as investment banks offering all wealth management services for this clientele
• Preparation of financial plans and estate analyses on behalf of Raiffeisen Banks as well as support in pension, retirement, tax and insurance advice for individuals including entrepreneurs
• Support to Raiffeisen Banks in organising and hosting client events, conducting training sessions and workshops with Raiffeisen Bank advisors
• Participation in sector meetings and events at the Swiss Headquarters in Zurich and St. Gallen.

What do you bring?

• You hold a federal diploma as a financial planner or an equivalent qualification
• You have several years of experience in financial planning, pensions and taxation
• Excellent knowledge of the economic fabric of French-speaking Switzerland and institutional players, with strong sales and negotiation skills
• Strong client orientation, marked initiative and ability to successfully manage new projects
• Native French speaker with good command of German (spoken and written)

We embrace diversity and equal opportunities

We encourage diversity of perspectives, experiences and skills within our teams. This diversity is our strength and contributes decisively to our success.

We work in a friendly environment

Cooperative values are our pillars. Together. For each other. They shape how we collaborate and behave towards one another. The culture of informal address fosters personal closeness and exchanges on an equal footing at all levels of function.

We embrace diversity and equal opportunities

We encourage diversity of perspectives, experiences and skills within our teams. This diversity is our strength and contributes decisively to our success.

We live a responsible corporate culture

We prioritise collective performance. That is why, with us, collective participation in results replaces individual bonus payments. This promotes a healthy corporate culture, where meaningful and common goals are pursued to develop optimal solutions together.

We encourage personal and professional development

Lifelong learning is an integral part of our culture. We create an environment conducive to the professional and personal development of each individual and support our employees in a targeted manner through a varied internal training offer as well as contributions towards external further education costs.

"Working and living healthily" becomes a real programme with us

Thanks to our holistic "Working and living healthily" approach, we help our employees find – and maintain in the long term – a healthy balance between work and private life.

Do you have any questions?

For questions about the job content:

Thérèse Michel-Montandon Head of Investment & Pension +41 (21) 6125098

For questions about the application process:

Sarah Bleiker Recruiting Partner +41 (71) 2258381

About us