Description
Strongly established local bank in the canton, BCN is a human-sized bank offering quality services to its private clients and businesses. Proud of our commitments based on ESG principles, recognised as an eco-company and as a fair employer, we contribute significantly to the regional economic life and consider that our success is closely linked to the professional and human qualities of our employees. For you, are autonomy, commitment, responsibilities, projects, sustainable development and training meaningful words? We would be pleased to discuss with you how they could help reveal your talents within our organisation.
In our desire to develop financial planning activities for our Private Client unit based in Neuchâtel, we are looking, for immediate start or to be agreed, for a
Experienced Financial Planner
Main tasks
- Holistic approach to the client’s financial situation (pension provision, assets, financing, taxation, inheritance).
- Preparation of personalised financial plans in line with the client’s objectives and life situation.
- Supporting clients at every life stage by offering tailored solutions.
- Checking the compliance of financial and pension plans while ensuring their regulatory adequacy.
- Close collaboration with the canton’s client advisors for whom you also act as a technical reference for pension-related questions.
- Active support in developing advisors’ portfolios through your expertise and targeted advice.
- Occasional participation in client events.
Professional skills and abilities
- Completed commercial training supplemented by specialisation in financial planning and pension provision (Financial Planner Certificate or working towards it, banking and finance training) or equivalent experience.
- At least 6 years’ confirmed experience in financial and asset planning.
- Mastery of aspects related to asset transfer, particularly financial, tax and inheritance matters.
- Excellent writing skills in French.
- Native French speaker, with skills in German and/or English (B2).
Personal qualities
- Analytical and entrepreneurial mindset
- Rigorous and persevering
- Ease in communication and client contact
- Sense of priorities and organisation
- Ability to work in a team, open, with good listening skills
- Ability to defend one’s positions adopting a solution-oriented approach
We offer
- Certified and job-oriented training
- First-class social benefits and attractive working conditions
- Varied work throughout the canton
- Dynamic working atmosphere
- A human-sized establishment
Workplace / Department: Neuchâtel / Private Client Department
Start date: immediate or to be agreed
Activity rate: 80%-100%
Application deadline: 30.06.2026