Senior Financial Planner for Entrepreneurs (m/f/d) — Raiffeisen
CHF 101'500 - 154'000
Raiffeisen · Zürich (ZH)
- Location
- Zürich
- Contract
- full-time
- Posted
- 33 days ago
SalaryCHF 101'500 - 154'000
Role overview
Raiffeisen Switzerland supports Raiffeisen banks with a team of specialists in providing comprehensive advice to our customers – from financial planning to pension plans to inheritance issues.
We are expanding the financial planning for entrepreneurs in a targeted manner.
We support our banks in advising entrepreneurs, especially on the topics of pension, taxes, asset structure and succession planning.
- Raiffeisen Switzerland supports Raiffeisen banks with a team of specialists in providing comprehensive advice to our customers – from financial planning to pension plans to inheritance issues.
- We are expanding the financial planning for entrepreneurs in a targeted manner.
- holistic advice to business customers (precautionary care, taxes, assets, succession)
- Creation of comprehensive financial planning, including the private and business situation
Main responsibilities
- holistic advice to business customers (precautionary care, taxes, assets, succession)
- Creation of comprehensive financial planning, including the private and business situation
- Leadership of demanding customer discussions
- Development of individual solutions including plan balance sheets and profit and loss accounts
- Optimizations (s.) Design of pension plans, in particular of the pension fund
- Development of concepts for restructuring and succession in cooperation with tax experts
- Active participation in the development of the service Financial planning for entrepreneurs
- Visibility through presentations and customer events Requirements:
- Multi-annual experience in financial planning related to management consulting
- Completion as financial planning expert or SME financial expert, supplemented by further training in the field of succession or trust
Additional details
- Visibility through presentations and customer events
- Knowledge of Logismata Allfina and MS Office Very good German knowledge
Notes and original content
- Requirements:
- Knowledge of Logismata Allfina and MS Office
- Very good German knowledge
