Senior Finanzplaner für Unternehmer (w/m/d) — Raiffeisen
- Location
- Zürich
- Contract
- Full-time
- Posted
- 63 days ago
Full description
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. We are expanding the area of financial planning for entrepreneurs. In doing so, we support our banks in advising corporate clients, in particular on the topics of pension provision, taxes, asset structure and succession planning. In order to strengthen our team based at Zurich Airport (The Circle) and the opportunity to work partly in the home office, we are looking for a flexible and independent personality as a senior financial planner for entrepreneurs (m/f/d).
What awaits you?
- Holistic advice for business clients (precautionary care, taxes, assets, succession)
- Preparation of comprehensive financial planning taking into account the private and entrepreneurial situation
- Challenging customer conversations
- Development of individual solutions incl. Planned balance sheets and income statements
- Optimizations resp. Structure of pension schemes, in particular pension funds
- Development of concepts for restructuring and succession in cooperation with tax experts
- Active participation in the development of the financial planning service for entrepreneurs
- Visibility through presentations and customer events
What do you bring?
- Several years of experience in financial planning related to management consulting
- Degree as a financial planning expert or SME financial expert, supplemented by further training in the field of succession or trust
- Knowledge of Logismata Allfina and MS Office
- Very good knowledge of German
- Excellent communication, presentation and negotiation skills
"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 Team Leader Financial Planning for Entrepreneurs Why Raiffeisen?
We offer flexible working models
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.
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 live diversity and equal opportunities
We promote the different perspectives, experiences and competencies in our teams. Because this diversity makes us special and contributes decisively to our success.
We offer a collective participation in success instead of individual bonuses
We bring collective performance to the fore. That is why we have a collective share of success instead of individual bonus payments. This promotes a healthy corporate culture in which overarching goals are pursued together.
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 make “healthy living & working” a program
With our holistic offer "healthy living & working", we support our employees in finding a healthy balance between work and private life and maintaining it in the long term.
Would you like to know more about us?
Working at Raiffeisen Switzerland Application process
- 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 Zürich is CHF 101'500 - 154'000 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 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.
