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Open nowPosted 2 days ago

Finanzplaner

job-room.ch86,007 open roles

Where
Zürich, ZH, Switzerland
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Your applicationOpen nowFinanzplanerjob-room.ch · Zürich, ZH, Switzerland

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on job-room.ch's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.4%3 days
  3. 7.9%7 days
  4. 14.2%14 days
  5. 34.1%30 days
This job: posted 2 days ago

The posting

--- base: / meta-keywords: meta-viewport: width=device-width, initial-scale=1.0 title: Finanzplaner (alle) ---

Finanzplaner (alle) ===================

Bei uns darfst du deine Begeisterung für die Finanzplanung jeden Tag ausleben. Du trägst dazu bei, dass unsere Kunden für ihre Vorsorge bessere Entscheide fällen. Wir suchen dich: Eine Persönlichkeit, welche individuelle Lösungen für unserer Kundschaft in den Mittelpunkt stellt.

Was du bewegst

  • Erarbeitung von massgeschneiderten Finanzplanungen in enger Zusammenarbeit mit unseren regionalen Finanzplanungs\-Spezialisten (Vertrieb)
  • Unterstützung des Vertriebs in fachspezifischen Fragen inklusive Fachcoaching
  • Durchführung von Fachreferaten an Kundenanlässen
  • Mitgestaltung beim Ausbau der Finanzplanungsdienstleistung

Was du mitbringst

  • Bildung: Eidg. Diplom
  • Fachrichtung: Finanzplanung
  • Berufserfahrung: zwei bis drei Jahre Finanzplanung
  • Vernetztes Denken sowie konzeptionelle und analytische Fähigkeiten
  • Initiative, flexible Persönlichkeit mit einer exakten Arbeitsweise
  • Grosses Verständnis für individuelle Kundenbedürfnisse
  • Freude an der Ausarbeitung von bedürfnisgerechten umfassenden Finanzplanungen für natürliche Personen
  • Toolaffinität (insbesondere Allfina)
  • Deutsch (C1\)
  • Italienisch (C1\)
  • ösisch (ADVANTAGEOUS)

Was wir dir bieten

* Kadervorteile: Eine Woche Ferien pro Jahr mehr für Kadermitglieder * Kinderbetreuung: bis CHF 300 pro Monat und an die externe Kinderbetreuung * Flexibler Arbeitsort / Home Office: Individuelle Möglichkeiten für Home Office * Berufliche Vorsorge: Sehr attraktive Pensionskasse mit überdurchschnittlichem Arbeitgeberbeitrag * Migros Bank: Konten, Hypotheken und Finanzdienstleistungen mit Vorzugskonditionen * Du\-Kultur: Gelebter Teamgeist mit transparenter Kommunikation * Flache Hierarchien: Durchlässige Hierarchien und stufenübergreifender Austausch Es werden nur Online\-Bewerbungen über das Bewerbungsportal berücksichtigt.

Rekrutierungsprozess

  • Vorselektion der Bewerbungen
  • Persönlichkeits\-/Leistungstest
  • Fachgespräch mit Case\-Präsentation
  • Kennenlernen Team
  • Angebot \& Vertragsausstellung (Digital)

Kontakt

Teamleiter HR Business Partner

Keine passenden Stellen?

Gib ein Suchabo auf, um passende Stellenangebote bequem per E\-Mail zu erhalten.

![Migros Bank AG]( )

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![Migros Bank AG]( )

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