Junior Financial Planner — Raiffeisen
CHF 48'000 - 73'000
Raiffeisen · Tägerwilen (TG)
- Location
- Tägerwilen
- Contract
- full-time
- Posted
- 31 days ago
SalaryCHF 48'000 - 73'000
Role overview
We are expanding our pension planning: for Raiffeisenbank Tägerwilen we are looking for an independent, committed and service-oriented personality as Junior Financial Planner 80-100% (w/m/d).
- We are expanding our pension planning: for Raiffeisenbank Tägerwilen we are looking for an independent, committed and service-oriented personality as Junior Financial Planner 80-100% (w/m/d).
- Conduct initial interviews: holistic and customer-centric 360-degree analysis of needs for identifying financial customer needs and maximising customer potential
- Development of solutions that address the individual needs, objectives, wishes and life situations of the customers
Main responsibilities
- Conduct initial interviews: holistic and customer-centric 360-degree analysis of needs for identifying financial customer needs and maximising customer potential
- Development of solutions that address the individual needs, objectives, wishes and life situations of the customers
- Competent and holistic financial planning in compliance with the Bank's strategic objectives and regulatory requirements
- Cooperation and planning of target group-specific market management measures, in particular in campaigns, meetings, events and representative tasks
- proactive support of our customer consultants: help with customer book planning and discover new potentials together your commitment makes the difference
- Do you not have any experience in these areas?
- We are happy to support you in developing yourself. Requirements Completed training as financial planner
- Professional experience in financial and pension planning in banking is advantageous
- Ideally experience with the financial planning software Allfina and Logismata
- motivation to develop the department of financial and pension planning successfully in the future together with the team
Additional details
- Cooperation and planning of target group-specific market management measures, in particular in campaigns, meetings, events and representative tasks
- proactive support of our customer consultants: help with customer book planning and discover new potentials together your commitment makes the difference
- We are happy to support you in developing yourself. Completed training as financial planner
- team skills and entrepreneurial thinking with strong customer orientation, communication ability and safe appearance with high quality standards
Notes and original content
- Cooperation and planning of target group-specific market management measures, in particular in campaigns, meetings, events and
- representative tasks
- proactive support of our customer consultants: help with customer book planning and discover new potentials together
- your commitment makes the difference
- We are happy to support you in developing yourself.
- Requirements
- Completed training as financial planner
