Estate Advisor Neuchâtel (m/f) 40-60% — Bank Cler
- Location
- Neuchâtel
- Contract
- Full-time, Part-time
- Posted
Full description
Estate Advisor Neuchâtel (m/f) 40-60%
As a young subsidiary of Basler Kantonalbank, we launched "Zak", the first smartphone bank on the Swiss market. So we're a faster, smarter, and maybe even tougher than other banks. We are also addressing the issue of money openly and, in general, we are talking about subjects that matter directly to us. For example, the need for more women to enter positions of responsibility. That is why we particularly welcome women candidates. What about men? They are of course always welcome. Would you like to learn more about us, know who we are and how we function? With pleasure.
Vanja, Krenare, Martina and the estate consulting team continue to grow – And that's where you come in. Together, we develop in a targeted way our succession counselling activity in Neuchâtel and in Western Switzerland and accompany our clients on important issues of life and foresight.
Your mission
- to train our clients in matrimonial regimes, inheritance law, adult protection and related legal fields
- Write independently wills, marriage and succession contracts, conjugal agreements and warrants for incapacity
- Maintaining cooperation with notaries and other external specialists
- Working closely with our financial planning specialists
- Contribute to the development of our services
Your contribution
- Lawyer with master's degree
- Experience in advising on matrimonial regimes and inheritance law, estate planning and the settlement of estate shares and the execution of wills, ideally with a financial services provider
- Strong knowledge of foresight and inheritance law as well as in the field of inheritance and donation taxation
- Strong customer orientation with a great sense of negotiation and advice
- Availability to move to Biel, Freiburg and Delémont sites
- Excellent mastery of French and very good knowledge of German
Your benefits
- The question of money addressed openly, including on equal pay – which is very real in us
- A work within a simple team, involved and endowed with an excellent mind.
- A workplace in the city centre, restyled and modern.
- You expect us to have a full job package? You're right. Here you can discover the details and many other benefits.
Bereich / Abteilung: Private Banking und Privatkunden / Vertrieb Arbeitsort: Neuchâtel Pensum: 40-60% Stellenantritt: 01.01.2027 oder nach Vereinbarung
Questions about this listing
What salary does Bank Cler offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Neuchâtel is CHF 62'400 - 109'800 gross per year — an estimate, not a figure communicated by Bank Cler. The calculator on this site converts a gross salary into 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 Bank Cler offer?
This listing is a full-time and part-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 Bank Cler 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 Neuchâtel?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Neuchâtel's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Neuchâtel's cantonal migration office or with HR during the application.
How do I apply for this position at Bank Cler?
Use the "Apply now" button on this page — it links directly to Bank Cler's original listing at cler.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
