Financial planner (w/m/d) — Raiffeisen
CHF 69'500 - 106'000
Raiffeisen · Schwyz (SZ)
- Location
- Schwyz
- Contract
- full-time
- Posted
- 28 days ago
SalaryCHF 69'500 - 106'000
Role overview
Raiffeisenbank Rigi with its locations in Küssnacht, Goldau, Schwyz, Brunnen and Illgau is a successful and regionally oriented bank with lived values (focused, committed, authentic and shared) and a clear view of the future.
For our offices we are looking for an independent, committed and service-oriented personality as financial planner:in 80-100%.
- Raiffeisenbank Rigi with its locations in Küssnacht, Goldau, Schwyz, Brunnen and Illgau is a successful and regionally oriented bank with lived values (focused, committed, authentic and shared) and a clear view of the future.
- For our offices we are looking for an independent, committed and service-oriented personality as financial planner:in 80-100%.
- Implementation of comprehensive financial and pension plans
- Development of solutions that meet the needs of the individual needs, goals, wishes and life situations of the customers
Main responsibilities
- Implementation of comprehensive financial and pension plans
- Development of solutions that meet the needs of the individual needs, goals, wishes and life situations of the customers
- Our consultants accompany and support the active implementation of the defined measures
- Identify potential and cross-selling opportunities from financial planning
- Join in customer events and support our sales staff with expertise Requirements: Completed banking training
- Training as financial advisor or financial planner or equivalent
- Multiannual experience in the financial services sector
- Customer and sales-oriented personality with acquisition skills
- Self-employed and target-oriented working methods and the joy of customer contact Motivated and dynamic personality
- Communication-strong, flexible and resilient person
Additional details
- Join in customer events and support our sales staff with expertise Completed banking training
- Self-employed and target-oriented working methods and the joy of customer contact Motivated and dynamic personality
Notes and original content
- Join in customer events and support our sales staff with expertise
- Requirements:
- Completed banking training
- Self-employed and target-oriented working methods and the joy of customer contact
- Motivated and dynamic personality
