Finanzplaner (w/m/d) — Raiffeisen
- Location
- Basel
- Contract
- Part-time, Full-time
- Posted
- 42 days ago
Full description
24.09.2026 Basel
Become part of our team!
Raiffeisen is setting up a specialist centre for financial planning in the Basel-Fricktal region, which supports banks in anchoring and implementing pension issues and financial planning. For the regional specialist center we are looking from 1. January 2027 or by agreement a proactive and flexible personality as financial planner (m/f/d), who works locally at the banks.
What awaits you?
- Establishment, design and coordination of the new Raiffeisen specialist centre in the Basel-Fricktal region
- Assisting local banks in the internal and external anchoring of financial planning and precautionary issues
- Implementation of financial planning on behalf of banks (advising and planning preparation)
- Training of employees and organisation of events
- The specialist centre comprises the cooperative banks Basel, Liestal Oberbaselbiet and Laufenburg
What do you bring?
- Completed training for financial planner or comparable training/training
- Several years of experience in the field of holistic customer advice and financial planning
- Flexible and independent personality with an entrepreneurial spirit as well as pleasure in establishing the regional Raiffeisen specialist centre
- Sales and marketing experience
- Very good knowledge of German is required, knowledge of French is advantageous
- Willingness to travel within the Basel-Fricktal region
"If financial planning is your passion and you want to actively shape the development of the Raiffeisen Group in the area of pension provision, then you are at the right place with us." Tashi Gumbatshang Head of asset and pension advisory services Why Raiffeisen?
We offer flexible working models
The work-life balance of our employees is important to us. That’s why we create the conditions for flexible working hours – with offers for mobile work, home office and part-time work.
We maintain a family environment
Cooperative values are our fundamental pillars: togetherness. For each other. They shape our cooperation and our interaction with each other. The Du culture creates personal closeness and eye level across all functional levels.
We live diversity and equal opportunities
We promote the different perspectives, experiences and competencies in our teams. Because this diversity makes us special and contributes decisively to our success.
We offer a collective participation in success instead of individual bonuses
We bring collective performance to the fore. That is why we have a collective share of success instead of individual bonus payments. This promotes a healthy corporate culture in which overarching goals are pursued together.
We promote personal and professional development
Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees in a targeted manner – with a wide range of internal training opportunities and a cost share for external further education.
We make “healthy living & working” a program
With our holistic offer "healthy living & working", we support our employees in finding a healthy balance between work and private life and maintaining it in the long term.
Would you like to know more about us?
Working at Raiffeisen Switzerland Application process
- Raiffeisen Jobbörse
Questions about this listing
What salary does Raiffeisen offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Basel is CHF 62'000 - 94'000 gross per year — an estimate, not a figure communicated by Raiffeisen. The calculator on this site converts a gross salary into 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 part-time and 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 Basel?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Basel's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Basel'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 raiffeisen.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
