Pianificatore Finanziario — Raiffeisen
- Location
- Mendrisio
- Contract
- Full-time
- Posted
- 3 days ago
Full description
02.11.2026 Mendrisio
Join our team!
For the Bank Raiffeisen Mendrisio and Valle di Muggio, a successful bank oriented to the local clientele, we look for a dynamic and motivated person, with solid knowledge of the Swiss banking system as a Financial Planner
What's up?
- Analyze the financial, social, tax, financial and family situation of customers
- Develop custom financial plans and identify solutions tailored to customer needs
- Provide specialist counselling on pensions, taxation, succession, investment and financing of housing property
- Develop pension simulations and pension assessments
- Support for consultants in customer management and development
- Maintain updated regulatory, tax and social security knowledge relevant to the business
What do you offer?
- Solid financial, social and tax knowledge
- Customized Solution Analysis and Processing Capacity
- Empathy, listening skills and customer orientation
- Excellent relational, communicative and trading capabilities
- Organizational autonomy and strong sense of responsibility
- Ability to work in teams and collaborate with different specialist figures
- Banking or economic training (Bachelor, Master or equivalent title)
- Professional experience in financial, banking, social security or insurance consultancy
- They constitute preferential title certifications or specialized paths such as: Certified Financial Planner (CFP), MAS in Financial Planning, other equivalent qualifications in financial planning
Join a successful idea Amedeo Stefani Chairman of the Directorate Why Raiffeisen?
We work in a family environment
The cooperative values are our pillars. Together. One for the others. They characterize our collaboration and our reciprocal relations. The culture of you creates personal closeness and equal relationships between all levels of function.
We live diversity and equal opportunities
Within our teams we promote the diversity of perspectives, experiences and skills. This variety makes us special and contributes decisively to our success.
We promote personal and professional development
Continuous learning is part of our culture. We create space for the development of individual specialist and personal skills and we support our collaborators and our employees in a targeted manner, with a wide range of internal training and participation in the costs for professional improvement on the outside.
We offer interesting social conditions and benefits
Our co-workers and employees benefit from exclusive benefits on banking products, various benefits to make purchases with third parties, financial stability and old age pension with higher than average benefits.
Want to know more about us?
Banca Raiffeisen Mendrisio e Valle di Muggio Carriera
- Work bag
Questions about this listing
What salary does Raiffeisen offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Mendrisio is CHF 49'500 - 75'000 gross per year — an estimate, not a figure communicated by Raiffeisen. 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 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 the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes. For EU/EFTA citizens the G permit no longer depends on a border zone: you need residence in an EU/EFTA state, a Swiss contract and a return home at least once a week. The 20 km band matters for taxation, not for the permit. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks. The permit lasts five years with an open-ended contract or one over a year, otherwise for the length of the contract.
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.
