Finanzplaner (w/m/d) — Raiffeisen
- Location
- Cham
- Contract
- Full-time
- Posted
- 2 days ago
Full description
29.10.2026 Cham
Become part of our team!
Raiffeisenbank Cham-Steinhausen is a successful, locally oriented and innovative bank with offices in Cham, Steinhausen and Mettmenstetten. In order to strengthen our financial planning team, we are looking for a committed and service-oriented personality as a financial planner 80%-100% (m/f/d).
What awaits you?
- You accompany our customers in important decisions regarding pensions, assets and estate.
- You develop individual financial planning and develop solutions that fit the personal goals and life situations of our customers.
- You will actively contribute your expertise to our financial planning team and help shape the further development of our services.
- You support our customer advisors in complex issues and strengthen the anchoring of financial planning in the bank.
- You act as a competent specialist at customer events and training courses.
- You will recognize consulting and development potential and make an important contribution to the success of our pension and financial planning business.
What do you bring?
- You have several years of experience in financial and pension planning.
- You have the further education as a financial planner with eidg. Professional certificate completed and ideally has further qualifications
- You work independently, structured and goal-oriented and convince through your strong customer and team orientation.
- You have in-depth knowledge in the areas of pensions, taxes, property and inheritance law as well as in banking and insurance products.
- You have experience with Allfina/Logismata or comparable financial planning software.
We accompany our customers in the important financial decisions of their lives. With individual financial planning and personal advice, we create sustainable solutions for their future. Pius bird Head of Market Why Raiffeisen?
We give space for personal initiative and participation
We invite our employees to actively participate in their work and to take on responsibility. This creates varied tasks that create real added value – for everyone who wants to make a difference.
We maintain a family environment
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.
We promote personal and professional development
Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees in a targeted manner – with a wide range of internal training opportunities and a cost share for external further education.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages in banking products, various purchase discounts at third parties and an above-average retirement provision.
Would you like to know more about us?
Raiffeisenbank Cham-Steinhausen Career
- Raiffeisen Jobbörse
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 Cham is CHF 69'500 - 106'000 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 a cross-border work permit for a role in Zug?
EU/EFTA residents living in the border zone of the country adjoining Canton Zug 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 Zug'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.
