Berater (w/m/d) Private Banking Solothurn — Baloise
NewCHF 68'500 - 104'000
Baloise · Solothurn (SO)
- Location
- Solothurn
- Contract
- full-time
- Posted
- Yesterday
SalaryCHF 68'500 - 104'000
Role overview
We are the bank of Helvetia – an innovative financial services provider that intelligently combines banking and insurance.
Setting new standards together and shaping the future – for us, this means more than simply working through tasks.
Here you work with people who take responsibility, have high demands and have the courage to go new ways.
- We are the bank of Helvetia – an innovative financial services provider that intelligently combines banking and insurance.
- Setting new standards together and shaping the future – for us, this means more than simply working through tasks.
- You will actively gain new private banking customers and continuously develop an existing portfolio of clients in the investment sector.
- You support and advise our customers holistically and need-oriented and position yourself as a trusted contact person in all financial matters.
Main responsibilities
- You will actively gain new private banking customers and continuously develop an existing portfolio of clients in the investment sector.
- You support and advise our customers holistically and need-oriented and position yourself as a trusted contact person in all financial matters.
- You 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 advise your customers comprehensively on banking and insurance products.
- You observe the developments on the financial markets and discuss them regularly with your customers.
- On customer occasions, you represent our private banking inside and out. Requirements
Additional details
- On customer occasions, you represent our private banking inside and out.
Notes and original content
- Requirements
