Senior Berater*in Finanzplanung und Vorsorge 80 – 100%, Region Zürich u/o Rapperswil — SGKB Bewerbermanagement Stellen
- Location
- St. Gallen
- Contract
- Full-time
- Posted
- 45 days ago
Full description
«We are the first bank for our customers» - The first bank means for us to constantly inspire our customers by focusing on their needs. We need you for that! Do you want to grow together with our customer advisors and a motivated team? Then come and support our Financial Planning department.
This is what you will do.
- You advise our customers competently and holistically in all matters relating to pensions, retirement and financial planning.
- In personal dialogue, you recognize individual needs and optimization potentials and develop suitable preventive solutions from them.
- You develop and present customized financial plans and topic consulting independently – tailored to the personal situation of our customers.
- You strategically advise our customer advisory teams, accompany them in sales meetings and support them in the planning and analysis of their customer books.
- As a regional prevention expert, you are an important contact person for customers, customers and employees. You also bring your knowledge to trainings and customer events.
- You work one to two days a week in the team in St. Gallen. The rest of the time you work in the Zurich and Rapperswil region and are the main contact or contact person. Main contact for this region.
You bring that with you
- You have a university or university of applied sciences degree.
- You have trained yourself in financial planning and provision with an education.
- You bring many years of experience in financial planning – ideally supplemented by knowledge in private banking or in consulting entrepreneurs & executives.
- Knowledge of banking and insurance products as well as taxation helps you to advise customers holistically.
- With your communication strength, empathy and customer orientation, you create trust and convince in dealing with different stakeholders.
Information Christoph Göldi, Team Leader Financial Planning & Provision, telephone 071 227 98 21, will be happy to answer your questions.
Application www.sgkb.ch/karriere, Martin Knechtle, HR Business Partner
I am interested and would like to apply
Questions about this listing
What salary does SGKB Bewerbermanagement Stellen offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in St. Gallen is CHF 165'000 - 290'000 gross per year — an estimate, not a figure communicated by SGKB Bewerbermanagement Stellen. 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 SGKB Bewerbermanagement Stellen 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 SGKB Bewerbermanagement Stellen 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 St. Gallen?
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 St. Gallen's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with St. Gallen's cantonal migration office or with HR during the application.
How do I apply for this position at SGKB Bewerbermanagement Stellen?
Use the "Apply now" button on this page — it links directly to SGKB Bewerbermanagement Stellen's original listing at recruitingapp-1154.umantis.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
