Inheritance counsellor (f/m/d) — Raiffeisen
- Location
- Zürich
- Contract
- full-time
- Posted
- 2 days ago
Role overview
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.
- 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.
- 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.
Main responsibilities
- 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.
Contacts
- 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.
Additional details
- Contact point for issues relating to child and adult protection measures
- Willingness to travel (activity takes place primarily in Central Switzerland/Mittelland)
- Communicative and customer-oriented personality with a winning appearance as well as high quality awareness Very good knowledge of German
Notes and original content
- Requirements
- Communicative and customer-oriented personality with a winning appearance as well as high quality awareness
- Very good knowledge of German
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 73'500 - 111'500 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.
