• Support the customer consultant in the acquisition of new customers, new assets and credits as well as in the establishment and development of long-term customer relationships
  • Advise the customer consultant during the networking, through traditional investment advices exceeding advisory discussions with the client
  • Maintain direct and personal contact with the region, the branch and the relationship manager
  • Ensure information flow to internal and external clients
  • Present comprehensive financial advices by the means of information events, clients events, etc.
  • Create financial plans and pension analyses based on clients' needs and potential analysis

Current jobs for Financial planner

  • Uster
  • 70 - 100 %
yesterday
  • Zürich
  • 70 - 100 %
yesterday

Finanzplaner (m/w)

Raiffeisen Banken
  • Möhlin und Rheinfelden
  • 80 - 100 %
2 days ago
  • Basel
  • 80 - 100 %
5 days ago
  • Vaduz
  • 80 - 100 %
5 days ago