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Financial Planner (f/m)

Basler Kantonalbank

Employment type
Full-time
Workload
100%
Location
Basel · Remote possible
Company
Basler Kantonalbank, 4001 Basel
First posted
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Schwarz und Wyss - our favorite colors since 1899. Simple. Elegant. Straightforward. As an employer, however, [we](< >) are refreshingly colorful, diverse and varied. And sometimes quite different from what you might think. Like here in the job advertisement. Because who actually says that women are simply included in masculine texts? Because we want even more female power at BKB, we simply turn the tables and write in the feminine form. Men? Are of course still welcome. Would you like to learn more about who we are and how we tick? [Gladly](< >). Financial Planner (f/m) Michela, Tobias, Gilberto and other colleagues from the Financial Planning team and the Advisory & Solutions department in Basel are looking for reinforcement. In other words: you! Your new job * Conducting initial appointments for high-net-worth private clients * Winning advisory projects for a fee * Creating and discussing financial plans * Defining further implementation measures from the plans together with the client advisors * Point of contact for questions from sales related to retirement, taxes, pension What we benefit from * Several years of experience as a financial planner * Subject-specific further training as a federal financial planner, financial planning expert, MAS Financial Consulting * Joy in contacting people and the gift of inspiring both client advisors and clients * Independent, committed as well as solution- and result-oriented with strong negotiation skills * Strong communication skills and the ability to explain complex financial matters understandably, simply and clearly How you benefit * In addition to a bank with much tradition, find further exciting ways to help shape the group at our young, cheeky subsidiary Bank Cler * Work flexibly in terms of time, possibilities for home office * A calm, wonderfully uncomplicated team spirit * Interesting development opportunities - and we are there to help with advice and action * Do you expect a thoroughly good employment package from us? You are right, [here](< >) you can find the details and many other advantages Any questions? Gladly! When it comes to technical matters, Melanie Bissig, Head of Financial Planning, looks forward to your call. For all other questions regarding BKB, Raphael Schlageter is happy to be there for you. Because we are looking for a banking professional and not a copywriter, you can save yourself the cover letter. Instead, we look forward to you answering three short questions in the application tool. Thank you! j4id10441825jm j4it1042jm j4iy26jm

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Posted 3 days ago

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