Financial Planner (m/f/d) in the Wil, St. Gallen, Rheintal region

These are your daily tasks:

• Professional elaboration of individual pension and financial planning for private clients
• Creation of customer-oriented concepts in the areas of retirement planning, wealth planning, and investment advice as a basis for consultation by our specialists
• Analysis of existing customer portfolios and development of optimization proposals for private clients
• Professional support for the general agency in the areas of pension, finance, and wealth planning
• Preparation of documents for customer meetings, presentations, and customer events in the private customer segment
• Collaboration in the further development of advisory and solution concepts as well as internal processes in the pension area
• Close cooperation with Zurich Invest AG on questions of asset management and investment concepts for private clients

What you bring with you:

• Completed higher vocational training in the financial sector, Financial Planner with federal diploma (eidg. Fachausweis) or a comparable qualification
• Very good knowledge of pension and wealth planning as well as in the life insurance area for private clients
• Knowledge of Allfina Pension is an advantage
• Enjoyment of analytical work, numbers, and a structured approach
• High accuracy and quality awareness when creating plans and concepts
• Strong service orientation and enjoyment of working with customer advisors and employees of the general agency
• Independent and reliable way of working, even in a part-time workload
• Confident handling of common Office tools; experience with planning or advisory tools is an advantage
• Languages: stylistically confident German in spoken and written form, any further foreign language is an advantage
• Positive and flexible work attitude

What we offer:

We offer you a specialized professional role with a focus on financial and pension planning for private clients with a workload of 40–60%. A dynamic environment at a leading Swiss insurer and an appreciative, development-oriented corporate culture await you.

• Professionally demanding tasks with a direct influence on the financial future of our private clients
• Close cooperation with experienced customer advisors and specialists
• Modern working conditions and the possibility to align your workload with your personal situation
• Flat hierarchies, short decision-making paths, and a motivated team that looks forward to your support
• Attractive working and employment conditions
• Modern work equipment
• Support in education and further training
• Development opportunity
• A dynamic and well-coordinated team

Do you feel addressed? Then we look forward to your application.

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