Finanzplanungsexperte (m/w/d) Bank — Baloise
- Location
- Solothurn
- Contract
- full-time
- Posted
- 10 days ago
Role overview
Baloise Bank is part of the Helvetia Group – an innovative financial services provider that intelligently combines banking and insurance.
We offer solutions that offer security and at the same time open up new paths.
We are characterized by a unique culture in which the human being is at the center.
- Baloise Bank is part of the Helvetia Group – an innovative financial services provider that intelligently combines banking and insurance.
- We offer solutions that offer security and at the same time open up new paths.
- Independent development of demanding, complex strategic financial planning for customers and employees of the bank as well as insurance against fee, including conducting the related customer meetings Quality assurance in the team
- Support for client advisors in the acquisition of potential financial planning clients and in the implementation of the concretely defined measures from financial planning Professional support for client advisors
Main responsibilities
- Independent development of demanding, complex strategic financial planning for customers and employees of the bank as well as insurance against fee, including conducting the related customer meetings Quality assurance in the team
- Support for client advisors in the acquisition of potential financial planning clients and in the implementation of the concretely defined measures from financial planning Professional support for client advisors
- Active promotion of the “Financial Planning Plus” service within Helvetia
Company and context
- Presentations at regular customer events on the topic of "retirement planning", including event planning and organization as well as support and acquisition of the participants
- Active participation in the further development of the “Financial Planning Plus” service within the bank and insurance Requirements
- Completed banking education or financial studies
- Further education as a financial planner with federal certificate, federal dipl.
- Financial planning expert, CFP® or comparable qualification
- Several years of in-depth professional experience (minimum 5–10 years) in financial planning or asset consulting
- Strong expertise in the areas of investments, taxes, provision, financing and estate planning of complex issues (e.g. company succession)
- Experience in dealing with demanding and wealthy customers
- Strong analytical thinking and entrepreneurship
- High customer orientation, trustworthiness and discretion
Additional details
- Independent development of demanding, complex strategic financial planning for customers and employees of the bank as well as insurance against fee, including conducting the related customer meetings Quality assurance in the team
- Support for client advisors in the acquisition of potential financial planning clients and in the implementation of the concretely defined measures from financial planning Professional support for client advisors
- Active participation in the further development of the “Financial Planning Plus” service within the bank and insurance
Notes and original content
- Independent development of demanding, complex strategic financial planning for customers and employees of the bank as well as insurance against fee, including conducting the related customer meetings
- Quality assurance in the team
- Support for client advisors in the acquisition of potential financial planning clients and in the implementation of the concretely defined measures from financial planning
- Professional support for client advisors
- Requirements
Questions about this listing
What salary does Baloise offer for this role?
Baloise lists CHF 68'500 - 104'000 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.
