Finanzplaner (w/m/d) — Raiffeisen
- Location
- Bern
- Contract
- Full-time
- Posted
- 17 days ago
Full description
19.10.2026 Bern
Become part of our team!
For Raiffeisenbank Bern, a successful and locally oriented bank with offices at the Orphanage Square and in Muri b. Bern, we are looking for a committed, proactive and service-oriented personality as a financial planner (m/f/d) 70-100%.
What do you expect?
- Comprehensive advice on challenging issues relating to retirement, pension provision, property and inheritance law and asset structuring.
- Development of individual and needs-based solutions taking into account the personal goals and life situations of our customers.
- Identify and exploit customer needs and potential
- Actively shape the future of our financial planning business and contribute our own ideas for further development.
- Cooperation in the planning and implementation of market development measures, customer events and internal training
What do you bring?
- You have completed the further training as a financial planner with a federal certificate and ideally have further qualifications, for example as CFP®, MAS Financial Consulting or comparable further training.
- Several years of experience in the field of holistic customer advice and financial planning
- Very good knowledge in the areas: investing, provisioning, securing and financing
- You work independently, structured and goal-oriented and convince through your pronounced customer and team orientation.
- Experience with Allfina/Logismata or comparable financial planning software is beneficial.
Our customers with their needs and goals are in the center. We advise them competently, comprehensively and with passion. Cédric Schmidlin Team leader investment client services Why Raiffeisen?
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 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 offer attractive conditions and social benefits
Our employees benefit from exclusive advantages in banking products, various purchase discounts at third parties and an above-average retirement provision.
Want to know more about us?
Raiffeisenbank Bern Career
- 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 Bern is CHF 68'500 - 104'000 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 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 Bern?
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 Bern's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Bern'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.
