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Open nowPosted 2 days ago

Finanzplanerin (w/m) 80-100%

job-room.ch119,207 open roles

Where
BASEL, BS, Switzerland
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Your applicationOpen nowFinanzplanerin (w/m) 80-100%job-room.ch · BASEL, BS, 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.

10.5% of postings close within 7 days. Measured by our own scanner across the market. job-room.ch postings stay open a median of 5 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.3%3 days
  3. 10.5%7 days
  4. 15.9%14 days
  5. 34.1%30 days
This job: posted 2 days ago

job-room.ch median: 5 days open

The posting

Michela, Tobias, Gilberto und weitere Kolleginnen und Kollegen vom Team Finanzplanung und der Abteilung Beratung & Lösungen in Basel suchen Verstärkung. Mit anderen Worten: dich!

Dein neuer Job ##

  • Durchführen von Erstterminen von vermögenden Privatkunden
  • Gewinnen von Beratungsprojekten gegen Honorar
  • Erstellen und Besprechen von Finanzplanungen
  • Definition der weiteren Umsetzungsmassnahmen aus den Planungen zusammen mit den Kundenberatenden
  • Anlaufstelle für Fragen vom Vertrieb im Zusammenhang mit Pensionierung, Steuern, Vorsorge

Davon profitieren wir ##

  • Mehrjährige Erfahrung als Finanzplanerin
  • Fachspezifische Weiterbildung als eidg. Finanzplanerin, Finanzplanungsexpertin, MAS Financial Consulting
  • Freude am Kontakt mit Menschen und die Gabe, sowohl Kundenberatende als auch Kundinnen und Kunden zu begeistern
  • Selbständig, engagiert sowie lösungs- und ergebnisorientiert mit ausgeprägtem Verhandlungsgeschick
  • Ausgeprägte Kommunikationsfähigkeiten und die Fähigkeit, komplexe finanzielle Sachverhalte verständlich, einfach und klar zu erklären 

So profitierst du ##

  • Neben einer Bank mit viel Tradition, bei unserer jungen, kecken Tochter Bank Cler weitere spannende Wege finden, um den Konzern mitzugestalten
  • Zeitlich flexibel arbeiten, Möglichkeiten für Homeoffice
  • Ein unaufgeregter, herrlich unkomplizierter Teamgeist
  • Interessante Entwicklungsmöglichkeiten - und wir stehen mit Rat und Tat zur Seite
  • Du erwartest von uns ein rundum gutes Anstellungspaket? Recht hast du, hier geht es zu den Details und vielen weiteren Vorteilen

Noch Fragen? ##

Gerne! Wenn es um Fachliches geht, freut sich Melanie Bissig, Leiterin Finanzplanung unter 061 266 24 59 auf deinen Anruf. Für alle anderen Fragen rund um die BKB ist Raphael Schlageter gerne für dich da. P.S. Weil wir einen Bankprofi und keine Werbetexterin suchen, kannst du dir das Motivationsschreiben ersparen. Stattdessen freuen wir uns, wenn du im Bewerbungstool drei kurze Fragen beantwortest. Danke!

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