Financial planner (m/f/d) — Raiffeisen
- Location
- Wünnewil-Flamatt
- Contract
- full-time
- Posted
- 2 days ago
Role overview
Raiffeisenbank Sensetal Freiburg-Ost is one of the largest Raiffeisen banks in Switzerland.
With 116 employees, including 10 apprentices, we are an attractive employer with strong regional roots.
We cultivate a corporate culture based on partnership, which is characterized by dialogue, fairness and social responsibility.
- Raiffeisenbank Sensetal Freiburg-Ost is one of the largest Raiffeisen banks in Switzerland.
- With 116 employees, including 10 apprentices, we are an attractive employer with strong regional roots.
- You support our main client advisors in the provision of pension, financial and pension planning services for private clients.
- You carry out financial, pension and preventive care consultations independently and support customers with questions about preventive care orders and patient directives.
Main responsibilities
- You support our main client advisors in the provision of pension, financial and pension planning services for private clients.
- You carry out financial, pension and preventive care consultations independently and support customers with questions about preventive care orders and patient directives.
- You will analyze the financial and personal life situation of our customers and develop needs-based solutions with clear customer benefits.
- You create individual finance and pension plans with the help of modern expert tools.
- You work with internal and external specialists on complex estate and pension issues and take over the coordination.
- Together with the main customer consultants You ensure first-class customer support, recognize potential and actively contribute to the further development of the pension business.
- You represent the bank at customer events, specialist events in the region and strengthen our market presence. Requirements
- Degree as a financial planner with a federal certificate or an equivalent education.
- Several years of experience in financial and pension planning as well as a sound banking education.
- High customer orientation and strong consulting and negotiation skills.
Additional details
- You represent the bank at customer events, specialist events in the region and strengthen our market presence.
- Regional anchoring and an existing network are a plus.
Notes and original content
- Requirements
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 68'500 - 104'000 gross per year for this position in Wünnewil-Flamatt. 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 Fribourg?
EU/EFTA residents living in the border zone of the country adjoining Canton Fribourg 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 Fribourg'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.
