Finanzplaner (w/m/d) — Raiffeisen

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Full description

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. The award with the Swiss Employer Award confirms this claim and makes us proud. As an innovative cooperative bank, we have consistently developed into a consulting bank in recent years. We actively seek encounters with people and realize dreams of our customers.

For our successful, modern bank, we are looking for an independent, committed and service-oriented personality to strengthen our team as a financial planner (m/f/d) 70 - 100% Tasks: • 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. • High personal responsibility combined with a proactive, structured and independent working method. • Convincing communication and social skills as well as an authentic appearance. • Knowledge of French is an advantage. • Regional anchoring and an existing network are a plus. We offer: 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.

Job details

  • Company: Raiffeisen
  • Position: Finanzplaner (w/m/d)
  • Location: Wünnewil-Flamatt, Fribourg
  • Salary: CHF 68'500 - 104'000 (source unverified)
  • Sector: Sanità / Ospedali
  • Posted on: 2026-09-04
  • Expired on: 2026-10-04

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