Description

Raiffeisen Bank Neuchâtel et Vallées is a company with a human dimension, firmly established locally. We place proximity, trust, and commitment at the heart of our relationship with our clients. To complete our team, we are looking for a financial planner.What contributes to your skills and commitment:- You analyze the financial situation of clients globally (pension provision, taxation, succession, financing, insurance);- You develop personalized, sustainable financial solutions that comply with the needs, objectives, and life situation of the beneficiaries;- You accompany clients in making important financial decisions and ensure proactive and structured monitoring of established plans;- You collaborate closely with client advisors and internal specialists to ensure consistent, high-quality advice;- You contribute to the development of the portfolio through your expertise and targeted actions;- You ensure the regulatory and documentary compliance of financial files.What do you bring?- We are looking for a client-oriented personality with a banking background and/or confirmed professional experience in a similar position;- You hold a federal diploma as a financial advisor;- You are motivated, possess an excellent sense of hospitality, and are solution-oriented;- Autonomous, you demonstrate flexibility while appreciating teamwork;- You possess skills in business transfer and understand financial, tax, and succession issues;- Knowledge in the field of investments is an asset.We work in a friendly environmentValues are our pillars. Together. For each other. They shape our way of collaborating and behaving towards one another. The culture of using the informal tu fosters personal proximity and exchanges on an equal footing at all levels.We live diversity and equal opportunityWe encourage the diversity of perspectives, experiences, and skills within our teams. This diversity is our wealth and contributes decisively to our success.We encourage personal and professional developmentLifelong learning is an integral part of our culture. We create a space conducive to the professional and personal development of everyone and support our employees in a targeted manner, thanks to a varied internal training offer as well as a contribution to professional development costs.We offer attractive conditions and social benefitsOur employees benefit from exclusive advantages on banking products, various discounts with third parties, as well as financial stability and old-age provision superior to the legal minimum.Do you have questions?A contact person is available to answer your questions.Are you ready to take on a new professional challenge? Do not hesitate any longer and send your complete application file by email.We look forward to your online application.About us jidec7823eaen jit0418aen jpiy26aen