Finanzplaner (w/m/d) — Raiffeisen

Full description

17.09.2026 Schwyz Küssnacht Goldau

Become part of our team!

Raiffeisenbank Rigi with its locations Küssnacht, Goldau, Schwyz, Brunnen and Illgau is a successful and regionally oriented bank with lived values (focused, committed, authentic and collaborative) and a clear view of the future. For our offices we are looking for an independent, committed and service-oriented personality as a financial planner: in 80-100%.

What do you expect?

• Implementation of comprehensive financial and pension planning
• Development of needs-based solutions that take into account the individual needs, goals, wishes and life situations of the customers
• Assist and support our consultants in the active implementation of the defined measures
• Identifying potential and cross-selling opportunities from financial planning
• Participate in customer events and support our sales staff with expertise

What do you bring?

• Completed banking training
• Financial advisor or financial planner training or equivalent
• Years of experience in the financial services sector
• Customer and sales-oriented personality with acquisition skills
• Independent and goal-oriented working method as well as pleasure in customer contact
• Motivated and Dynamic Personality
• Communication-strong, flexible and resilient person

Actively shape the financial future of our customers. If you like to take responsibility and support customers in important decisions, enjoy being actively involved and enjoy short decision paths, then you are exactly right with us. Luca Lardieri Head of Technical Services Why Raiffeisen?

We maintain a family environment

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.

We live diversity and equal opportunities

We promote the different perspectives, experiences and competencies in our teams. Because this diversity makes us special and contributes decisively to our success.

We promote personal and professional development

Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees in a targeted manner – with a wide range of internal training opportunities and a cost share for external further education.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages in banking products, various purchase discounts at third parties and an above-average retirement provision.

Want to know more about us?

Raiffeisenbank Rigi Career

• Raiffeisen Jobbörse