Financial Planner (f/m/d)

Join our team!

Banque Raiffeisen Sensetal Fribourg-Est is among the largest Raiffeisen banks in Switzerland and currently employs 116 collaborators, including 10 apprentices. We are an attractive employer and cultivate a corporate culture based on partnership, marked by dialogue, equity, and social responsibility. The "Swiss Arbeitgeber Award" distinction confirms this ambition and we are proud of it. As a regional cooperative bank, solidly anchored and innovative, we have constantly developed our model to become a bank specializing in banking advisory. We actively seek exchanges with our clients and respond to their needs with motivation and enthusiasm.

For our modern and high-performing bank, we are looking for an independent, committed, and service-oriented personality to strengthen our team as a Financial Planner (f/m/d).

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What awaits you? ##

• You support our client advisors in providing wealth, financial, and retirement planning services intended for our private clients.
• You independently provide advice on finance, retirement, and pension matters and also accompany our clients in matters relating to lasting power of attorney and advance patient directives.
• You analyze the financial and personal situation of our clients and develop solutions adapted to their needs, offering real added value.
• You establish financial and retirement plans using modern expertise tools.
• You collaborate with internal and external specialists on complex files related to succession and pension, while ensuring their coordination.
• In close collaboration with client advisors, you guarantee first-class support, identify potentials, and actively contribute to the development of pension activities.
• You represent the bank at client and specialized events in the region and strengthen our market presence.

What do you bring? ##

• Federal diploma of financial planner or training deemed equivalent.
• Several years of experience in financial and retirement planning as well as solid banking training.
• Strong customer orientation and excellent advisory and negotiation skills.
• High sense of responsibility, combined with a proactive, structured, and autonomous approach.
• Excellent interpersonal and communication skills, as well as an authentic and convincing personality.
• Proficiency in the German language is an asset.
• A strong regional anchoring as well as an existing professional network represent an additional advantage.