Financial planner (f/m/d) — Raiffeisen
- Location
- Schwyz
- Contract
- full-time
- Posted
- 6 days ago
Role overview
Raiffeisenbank Rigi with its locations Küssnacht, Goldau, Schwyz, Brunnen and Illgau is a successful and regionally oriented bank with lived values (focused, committed, authentic and collaborative) and a clear view of the future.
For our offices we are looking for an independent, committed and service-oriented personality as a financial planner: in 80-100%.
- Raiffeisenbank Rigi with its locations Küssnacht, Goldau, Schwyz, Brunnen and Illgau is a successful and regionally oriented bank with lived values (focused, committed, authentic and collaborative) and a clear view of the future.
- For our offices we are looking for an independent, committed and service-oriented personality as a financial planner: in 80-100%.
- Implementation of comprehensive financial and pension planning
- Development of needs-based solutions that take into account the individual needs, goals, wishes and life situations of the customers
Main responsibilities
- Implementation of comprehensive financial and pension planning
- Development of needs-based solutions that take into account the individual needs, goals, wishes and life situations of the customers
- Assist and support our consultants in the active implementation of the defined measures
- Identifying potential and cross-selling opportunities from financial planning
- Participate in customer events and support our sales staff with expertise Requirements Completed banking training
- Financial advisor or financial planner training or equivalent
- Years of experience in the financial services sector
- Customer and sales-oriented personality with acquisition skills
- Independent and goal-oriented working method as well as pleasure in customer contact Motivated and Dynamic Personality
- Communication-strong, flexible and resilient person We offer:
Additional details
- Participate in customer events and support our sales staff with expertise Completed banking training
- Independent and goal-oriented working method as well as pleasure in customer contact Motivated and Dynamic Personality
- Communication-strong, flexible and resilient person
Notes and original content
- Participate in customer events and support our sales staff with expertise
- Requirements
- Completed banking training
- Independent and goal-oriented working method as well as pleasure in customer contact
- Motivated and Dynamic Personality
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 69'500 - 106'000 gross per year for this position in Schwyz. 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 Schwyz?
EU/EFTA residents living in the border zone of the country adjoining Canton Schwyz 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 Schwyz'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.
