Financial planner (m/f/d) — Raiffeisen
- Location
- Basel
- Contract
- full-time
- Posted
- 3 days ago
Role overview
Raiffeisen is setting up a specialist centre for financial planning in the Basel-Fricktal region, which supports banks in anchoring and implementing pension issues and financial planning.
For the regional specialist center we search from 1.
January 2027 or by agreement a proactive and flexible personality as financial planner (m/f/d), who works locally at the banks.
- Raiffeisen is setting up a specialist centre for financial planning in the Basel-Fricktal region, which supports banks in anchoring and implementing pension issues and financial planning.
- For the regional specialist center we search from 1.
- Establishment, design and coordination of the new Raiffeisen specialist centre in the Basel-Fricktal region
- Supporting local banks in the internal and external anchoring of financial planning and precautionary issues
Main responsibilities
- Establishment, design and coordination of the new Raiffeisen specialist centre in the Basel-Fricktal region
- Supporting local banks in the internal and external anchoring of financial planning and precautionary issues
- Implementation of financial planning on behalf of banks (advising and planning)
- Training of staff and organisation of events
- The specialist centre comprises the cooperative banks Basel, Liestal Oberbaselbiet and Laufenburg Requirements
- Completed training for financial planner or comparable training/training
- Several years of experience in the field of holistic customer advice and financial planning
- Flexible and independent personality with an entrepreneurial spirit as well as pleasure in establishing the regional Raiffeisen specialist centre Sales and marketing experience
- Very good knowledge of German is required, knowledge of French is advantageous
- Willingness to travel within the Basel-Fricktal region We offer:
Additional details
- The specialist centre comprises the cooperative banks Basel, Liestal Oberbaselbiet and Laufenburg
- Flexible and independent personality with an entrepreneurial spirit as well as pleasure in establishing the regional Raiffeisen specialist centre Sales and marketing experience
- Willingness to travel within the Basel-Fricktal region
Notes and original content
- Requirements
- Flexible and independent personality with an entrepreneurial spirit as well as pleasure in establishing the regional Raiffeisen specialist centre
- Sales and marketing experience
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 62'000 - 94'000 gross per year for this position in Basel. 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 Basel?
EU/EFTA residents living in the border zone of the country adjoining Canton Basel 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 Basel'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.
