Financial planner:in — Raiffeisen
- Location
- Frick
- Contract
- full-time
- Posted
- Yesterday
Role overview
For Raiffeisenbank Regio Frick-Mettauertal, a successful, locally oriented and innovative bank with offices in Eiken, Gipf-Oberfrick, Herznach, Gansingen and Stein, we are looking for an independent, committed and service-oriented personality as a financial planner: in 80%
100% (f/m/d).
- For Raiffeisenbank Regio Frick-Mettauertal, a successful, locally oriented and innovative bank with offices in Eiken, Gipf-Oberfrick, Herznach, Gansingen and Stein, we are looking for an independent, committed and service-oriented personality as a financial planner: in 80%
- 100% (f/m/d).
- Conducting initial meetings: Holistic and customer-centred 360-degree needs analysis to identify financial customer needs and maximize customer potential
- Development of needs-based solutions that include individual needs, goals, wishes and life situations of customers
Main responsibilities
- Conducting initial meetings: Holistic and customer-centred 360-degree needs analysis to identify financial customer needs and maximize customer potential
- Development of needs-based solutions that include individual needs, goals, wishes and life situations of customers
- Competent and holistic financial planning in compliance with the strategic objectives and regulatory requirements of the bank
- Cooperation and planning of target group-specific market development measures, in particular during campaigns, meetings, events and representative tasks
- Proactive support of our customer advisors: Support in customer book planning and discovery of new potential Requirements
- Banking specialist training with higher further education and degree as a financial planner:in with federal professional certificate, MAS in Financial Consulting (CFP) or federal degree. Financial plan expert NDS HF
- Several years of experience in financial and pension planning, preferably also financial planning for entrepreneurs:
- Ideally experience with the financial planning software Allfina/Logismata
- Motivation to successfully develop the financial and pension planning department into the future together with the team
- Teamwork and entrepreneurial thinking with strong customer orientation, negotiating skills, communication skills and a secure appearance We offer:
Additional details
- Proactive support of our customer advisors: Support in customer book planning and discovery of new potential
- Banking specialist training with higher further education and degree as a financial planner:in with federal professional certificate, MAS in Financial Consulting (CFP) or federal degree. Financial plan expert NDS HF
- Teamwork and entrepreneurial thinking with strong customer orientation, negotiating skills, communication skills and a secure appearance
Notes and original content
- Requirements
- Banking specialist training with higher further education and degree as a financial planner:in with federal professional certificate, MAS in Financial Consulting (CFP) or federal degree.
- Financial plan expert NDS HF
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 62'000 - 94'000 gross per year for this position in Frick. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Raiffeisen offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Raiffeisen during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Aargau?
EU/EFTA residents living in the border zone of the country adjoining Canton Aargau can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Aargau's cantonal migration office or with HR during the application.
How do I apply for this position at Raiffeisen?
Use the "Apply now" button on this page — it links directly to Raiffeisen's original listing at jobs.raiffeisen.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
