Finanzplaner (w/m/d) — Raiffeisen

Full description

08.09.2026 Winterthur

Become part of our team!

Raiffeisenbank Winterthur is a successful pension and investment bank in the city of Winterthur. It operates in an innovative and attractive market area with a lot of potential. In order to further expand our offer in the field of pension and financial planning, we are expanding our team of two people and are looking for a committed person immediately or by agreement, who will accompany our customers in the long term with expertise, foresight and enthusiasm.

What awaits you?

• You actively shape the future of our financial planning business and drive its further development. Through your commitment, you strengthen our position as a competent pension and investment bank.
• You independently create pension plans and pension analyses and present your customers with understandable and sustainable solutions.
• You actively support the client advisors in attracting new funds and in expanding the investment business. You will also support our customer advisors in all questions regarding financial planning (including simple estate topics).
• You plan, organize and inspire customers at events and events and contribute to their success.

What do you bring?

• Several years of professional experience in financial and pension planning
• Further training in the field of prevention and / or financial planning (e.g. financial planner /-in with a federal certificate)
• High level of initiative and commitment
• Strong sales-oriented thinking and action
• Great passion for financial planning and pleasure in accompanying customers

You have the pleasure of advising and accompanying customers in the pension, pension and estate topics, highlighting added value and working closely with the customer consultants? Then you are the right person. Marcel Eigenmann Team Leader Financial Planning 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 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 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 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 Winterthur Career

• Raiffeisen Jobbörse