Berater (w/m/d) Private Banking Solothurn — Baloise
- Location
- Solothurn
- Contract
- full-time
- Posted
- 59 days ago
Role overview
We are the bank of Helvetia - an innovative financial service provider that intelligently combines banking and insurance.
Setting new standards together and shaping the future – that means more to us than simply completing tasks.
Here you work with people who take responsibility, have high standards and have the courage to break new ground.
- We are the bank of Helvetia - an innovative financial service provider that intelligently combines banking and insurance.
- Setting new standards together and shaping the future – that means more to us than simply completing tasks.
- You actively acquire new private banking customers and continuously develop an existing customer portfolio in the investment sector.
- You support and advise our customers holistically and in a needs-oriented manner and position yourself as a trustworthy contact person for all financial questions.
- Several years of experience in the management and advisory of Private Banking clients
- Committed, entrepreneurial-thinking and integral personality with high quality standards and a strong client focus
Main responsibilities
- You actively acquire new private banking customers and continuously develop an existing customer portfolio in the investment sector.
- You support and advise our customers holistically and in a needs-oriented manner and position yourself as a trustworthy contact person for all financial questions.
- You will support them in shaping their financial future and recommend suitable investment and pension solutions.
- You analyze the needs of your customers, taking into account their individual wishes, goals and life situations.
- If necessary, you will work closely with internal specialists and develop suitable investment solutions.
- Together with internal specialists, you will develop individual investment, pension, financing and succession concepts.
- You recognize additional consulting opportunities and use them specifically through active cross-selling.
- You will provide your customers with comprehensive advice on banking and insurance products.
- You monitor developments on the financial markets and discuss them regularly with your customers.
- At customer events you represent our private banking internally and externally. Requirements
Key requirements
- Several years of experience in the management and advisory of Private Banking clients
- Committed, entrepreneurial-thinking and integral personality with high quality standards and a strong client focus
- Team spirit along with a confident and winning demeanour
- Ability to actively acquire new clients and develop existing ones in the investment area
- Skilled in holistic, needs-based advisory on banking, insurance, investment, pension, financing and succession topics
- Willingness to represent Private Banking at client events
- Requirements - You have several years of experience in supporting and advising private banking customers.
- for example, a financial planner with a federal certificate or a bachelor's degree in banking and finance.
Additional details
- At customer events you represent our private banking internally and externally.
- Your team spirit as well as your confident and winning demeanor complete your profile.
Notes and original content
- Requirements
Questions about this listing
What salary does Baloise offer for this role?
Baloise lists CHF 85'000 - 119'000 gross per year for this position in Solothurn. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Baloise offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Baloise during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Solothurn?
EU/EFTA residents living in the border zone of the country adjoining Canton Solothurn can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Solothurn's cantonal migration office or with HR during the application.
How do I apply for this position at Baloise?
Use the "Apply now" button on this page — it links directly to Baloise's original listing at jobs.helvetia.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
