Senior Financial Planner for Entrepreneurs (m/f/d) — Raiffeisen
- Location
- Zürich
- Contract
- full-time
- Posted
- 51 days ago
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
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 101'500 - 154'000 gross per year for this position in Zürich. 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 Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich 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 Zürich'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 jobs.raiffeisen.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
