Adviser/Advisor for Precautionary Analysis/Planning, 80-100%

The VZ is the leading independent financial services provider in Switzerland. We create transparency in the banking and insurance market and advise our customers comprehensively. As we are growing strongly, we are looking for reinforcement for our team of precautionary planning at our main office at Paradeplatz in Zurich. Adviser/Advisor for Precautionary Analysis/Planning,%. This is what you can expect: After a thorough onboarding process, you will independently conduct customer conversations and take responsibility for your own advisory projects. You will accompany clients through the entire advisory process, from risk assessment to implementation of precautionary measures. Your expertise in financial planning and analysis will enable you to provide comprehensive advice to our customers. You will also be responsible for identifying potential risks and opportunities and developing strategies to mitigate them. In addition, you will work closely with other teams within the company to ensure a holistic approach to customer advisory services. The successful candidate will have a degree in finance or a related field and several years of experience in financial planning and analysis. You should also be able to demonstrate your expertise in financial planning software such as Finfacts, Finplan, or similar tools. Furthermore, you should be familiar with the Swiss pension system and have knowledge of the relevant regulations and laws. If you are looking for a challenging and varied role that allows you to work independently and take responsibility for your own projects, then we look forward to receiving your application. Please note that this is a full-time position (80-100%) and requires a high level of commitment.