Senior Financial Planner for Entrepreneurs (m/f/d) — Raiffeisen
- Location
- Zürich
- Contract
- full-time
- Posted
- 36 days ago
Role overview
28.08.2026 Zurich
Become part of our team!
Raiffeisen Switzerland supports the Raiffeisen banks with a team of specialists in providing holistic advice to our customers – from financial planning to pensions and inheritance issues.
- 28.08.2026 Zurich
- Become part of our team!
Application process
- Working at Raiffeisen Switzerland Application process Raiffeisen Jobbörse
Additional details
- Preparation of comprehensive financial planning taking into account the private and entrepreneurial situation Challenging customer conversations
- Knowledge of Logismata Allfina and MS Office Very good knowledge of German
- If financial planning and entrepreneurship are your passion and you want to actively shape the development of the Raiffeisen Group in the area of pensions and the preparation of entrepreneurs for their succession, then you are in the right place with us. We offer flexible working models
- That’s why we create the conditions for flexible working hours – with offers for mobile work, home office and part-time work. We maintain a family environment
- The Du culture creates personal closeness and eye level across all functional levels. We live diversity and equal opportunities
- Working at Raiffeisen Switzerland Application process Raiffeisen Jobbörse
Notes and original content
- 28.08.2026
- Preparation of comprehensive financial planning taking into account the private and entrepreneurial situation
- Challenging customer conversations
- Knowledge of Logismata Allfina and MS Office
- Very good knowledge of German
- If financial planning and entrepreneurship are your passion and you want to actively shape the development of the Raiffeisen Group in the area of pensions and the preparation of entrepreneurs for their succession, then you are in the right place with us.
- Nicole Zemp
- Why Raiffeisen?
- We offer flexible working models
- That’s why we create the conditions for flexible working hours – with offers for mobile work, home office and part-time work.
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 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.
