Senior financial planner (m/f/d) — Raiffeisen
- Location
- Tägerwilen
- Contract
- full-time
- Posted
- 7 days ago
Role overview
With around 85 employees, a balance sheet total of 2.6 billion francs and over 20,000 customers, we are one of the largest Raiffeisen banks in Switzerland.
At our location in Kreuzlingen, embedded in the exciting and diverse region on Lake Constance, we are strengthening our important strategic pillar – financial, pension and estate planning.
Today we are a dedicated team of three specialists who accompany our customers in the most important financial decisions of their lives.
- With around 85 employees, a balance sheet total of 2.6 billion francs and over 20,000 customers, we are one of the largest Raiffeisen banks in Switzerland.
- At our location in Kreuzlingen, embedded in the exciting and diverse region on Lake Constance, we are strengthening our important strategic pillar – financial, pension and estate planning.
- Implementation of holistic financial planning focusing on pension and estate planning
- Competent advice to customers on challenging issues relating to retirement, asset succession, inheritance law, provision and long-term asset structuring
Main responsibilities
- Implementation of holistic financial planning focusing on pension and estate planning
- Competent advice to customers on challenging issues relating to retirement, asset succession, inheritance law, provision and long-term asset structuring
- Development of individual and needs-based solutions taking into account the personal goals, life situations and family conditions of our customers
- Conduct 360-degree needs analysis to identify customer needs and develop sustainable financial strategies
- Close cooperation with our customer consultants, support in identifying potential and customer book planning
- Active participation and further development of our competence centre for financial, pension and estate planning
- Collaboration at customer events, specialist presentations, seminars and target group-specific market development measures
- Ensuring high-quality advice in compliance with regulatory and strategic requirements Requirements
- Completed banking specialist training with higher education
- Degree as a financial planner: with federal certificate, CFP®, MAS Financial Consulting or comparable qualification
Application process
- Experience with financial planning software such as Allfina/Logismata or similar applications
- Entrepreneurial thinking and pleasure in further developing financial planning as an important advisory field within the bank
- High customer orientation, strong communication and secure presence
- Team player mentality combined with independent and structured working methods We offer:
- 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.
Additional details
- Ensuring high-quality advice in compliance with regulatory and strategic requirements
- Team player mentality combined with independent and structured working methods
Notes and original content
- Requirements
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 79'000 - 120'000 gross per year for this position in Tägerwilen. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to 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 Raiffeisen 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 Raiffeisen 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 Thurgau?
EU/EFTA residents living in the border zone of the country adjoining Canton Thurgau can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Thurgau's cantonal migration office or with HR during the application.
How do I apply for this position at Raiffeisen?
Use the "Apply now" button on this page — it links directly to Raiffeisen's original listing at raiffeisen.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
