Financial planner (m/f/d) — Raiffeisen
- Location
- Winterthur
- Contract
- full-time
- Posted
- 4 days ago
Role overview
Raiffeisenbank Winterthur is a successful pension and investment bank in the city of Winterthur.
It operates in an innovative and attractive market area with a lot of potential.
In order to further expand our offer in the field of pension and financial planning, we are expanding our team of two people and are looking for a committed personality who will accompany our customers in the long term with expertise, foresight and enthusiasm.
- Raiffeisenbank Winterthur is a successful pension and investment bank in the city of Winterthur.
- It operates in an innovative and attractive market area with a lot of potential.
- You actively shape the future of our financial planning business and drive its further development.
- Through your commitment, you strengthen our position as a competent pension and investment bank.
Main responsibilities
- You actively shape the future of our financial planning business and drive its further development.
- Through your commitment, you strengthen our position as a competent pension and investment bank.
- You independently create pension plans and pension analyses and present your customers with comprehensible and sustainable solutions.
- You actively support the client advisors in attracting new funds and in expanding the investment business.
- You will also support our customer advisors in all questions regarding financial planning (including simple estate topics).
- You plan, organize and inspire customers at events and events and contribute to their success. Requirements
- Several years of professional experience in financial and pension planning
- Further training in the field of prevention and/or financial planning (e.g. financial planners with a federal certificate) High level of initiative and commitment Strong sales-oriented thinking and action
- Great passion for financial planning and pleasure in accompanying customers We offer:
- We invite our employees to actively participate in their work and to take on responsibility.
Additional details
- You plan, organize and inspire customers at events and events and contribute to their success.
- Further training in the field of prevention and/or financial planning (e.g. financial planners with a federal certificate) High level of initiative and commitment Strong sales-oriented thinking and action
- Great passion for financial planning and pleasure in accompanying customers
Notes and original content
- Requirements
- Further training in the field of prevention and/or financial planning (e.g. financial planners with a federal certificate)
- High level of initiative and commitment
- Strong sales-oriented thinking and action
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 73'500 - 111'500 gross per year for this position in Winterthur. 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 Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich 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 Zürich'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.
