Erbschaftsberater (w/m/d) — Raiffeisen

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Full description

In the area of inheritance consulting, we are continuing to build up capacities to provide our customers with professional support in the orderly transfer of assets to the next generation.

In order to strengthen our inheritance consulting team with work location at Zurich Airport (The Circle), we are looking for a communicative and innovative personality as an inheritance consultant (f/m/d) for the support of Raiffeisenbanks in the Central Switzerland/Mittelland area. Tasks: • Independent customer advice on the topics: matrimonial property and inheritance law, cohabitation, residential property as well as child and adult protection law, taking into account the tax aspects • Preparation of documents and contracts: wills, marriage and inheritance contracts, cohabiting contracts, provision contracts and memoranda, etc. • Contact point for issues relating to child and adult protection measures • Co-design and implementation of the professional education and training of asset advisors as well as speaker work at customer events • Participation in projects and working groups • Willingness to travel (activity takes place primarily in Central Switzerland/Mittelland) Requirements • Successfully completed basic legal training (e.g. law degree, notarial training, FH in the field of business and law) • Mind. 1 to 2 years of relevant professional experience in inheritance counselling, ideally with a financial service provider • Consulting flair, coupled with initiative, networked and entrepreneurial thinking and diplomatic skills • Communicative and customer-oriented personality with a winning appearance as well as high quality awareness • Very good knowledge of German We offer: The work-life balance of our employees is important to us. That’s why we create the conditions for flexible working hours – with offers for mobile work, home office and part-time work.

Job details

  • Company: Raiffeisen
  • Position: Erbschaftsberater (w/m/d)
  • Location: Zürich, Zürich
  • Salary: CHF 91'500 - 128'000 (source unverified)
  • Sector: Sanità / Ospedali
  • Expired on: 2026-09-09

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