Finanzplaner/in (m/w/d) in der Region Wil, St. Gallen, Rheintal
Core
Develop individual pension and financial plans for private clients, create client-oriented concepts in retirement planning, asset planning, and investment advisory, and analyze existing client portfolios to propose optimizations.
Role type
Financial planner (IC)
Builds
Pension and financial planning concepts, portfolio optimization proposals
Domain
Insurance / Wealth Management
Required skills
Pension planning, asset planning, life insurance for private clients, portfolio analysis, financial concept development
Preferred skills
Allfina Pension knowledge, planning/advisory tools experience, foreign languages
Technologies
Office tools, planning/advisory tools
Responsibilities
Create individual pension and financial plans for private clients, Analyze existing client portfolios and propose optimizations, Prepare materials for client meetings, presentations, and events, Support the general agency in pension, financial, and asset planning, Collaborate with Zurich Invest AG on asset management and investment concepts
Seniority
Mid-level, part-time (40-60%)