Senior Financial Planner (m/f/d) — Raiffeisen
- Location
- Näfels
- Contract
- full-time
- Posted
- 28 days ago
Role overview
For Raiffeisenbank Glarnerland, a successful and locally oriented bank with offices in Näfels and Glarus, we are looking for a service-oriented, initiative and dynamic person as a financial planner senior (w/m/d) to strengthen our team by immediately or by appointment.
- For Raiffeisenbank Glarnerland, a successful and locally oriented bank with offices in Näfels and Glarus, we are looking for a service-oriented, initiative and dynamic person as a financial planner senior (w/m/d) to strengthen our team by immediately or by appointment.
- Structure and further development of the department of prevention
- Implementation of holistic financial and pension plans
Main responsibilities
- Structure and further development of the department of prevention
- Implementation of holistic financial and pension plans
- Development of individual, need-oriented solutions taking into account the pension, insurance and life situation of customers
- Active market processing and exploitation of customer potential
- Technical support and sparring partners for the consultants in all financial planning issues
- Ensuring know-how transfer and internal contact point as a specialist centre for prevention
- Conducting specialist seminars at customer events Requirements:
- Customer and sales-oriented personality with acquisition skills In-depth training in banking or finance
- Continuing education and training Financial planner with Eidg. FA or financial planning expert
- Multi-annual experience in holistic financial planning
Additional details
- Conducting specialist seminars at customer events
- Customer and sales-oriented personality with acquisition skills In-depth training in banking or finance
- Continuing education and training Financial planner with Eidg. FA or financial planning expert
Notes and original content
- Requirements:
- Customer and sales-oriented personality with acquisition skills
- In-depth training in banking or finance
- Continuing education and training Financial planner with Eidg.
- FA or financial planning expert
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 79'000 - 120'000 gross per year for this position in Näfels. 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 St. Gallen?
EU/EFTA residents living in the border zone of the country adjoining Canton St. Gallen 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 St. Gallen'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.
