Berater (w/m/d) Private Banking / Privatkunden Ostschweiz — Helvetia Versicherungen
- Location
- St. Gallen
- Contract
- full-time
- Posted
- 3 days ago
Role overview
Rethinking banking.
Being successful together.
We expect you to have an environment in which initiative is valued, responsibility transferred and performance recognized.
- Rethinking banking.
- Being successful together.
- You work hand in hand with our insurance consultants and the colleagues of the bank and ensure holistic advice.
- You advise and accompany customers comprehensively in the areas of assets, investments, provision and financing.
Main responsibilities
- You work hand in hand with our insurance consultants and the colleagues of the bank and ensure holistic advice.
- You advise and accompany customers comprehensively in the areas of assets, investments, provision and financing.
- You actively gain new customers and continuously expand your customer portfolio and your network in the region.
- You recognize opportunities in the market, act entrepreneurially and successfully implement the defined market development with commitment and initiative.
- You represent our bank authentically, competently and convincingly and create sustainable trust among customers.
- You organize your day-to-day work independently, use the freedom offered to you and take responsibility for your sustainable business success. Requirements
- Completed banking training and further training in banking, financial or business administration
- Several years of experience in the holistic consulting of customers in the banking, investment, financing or private banking environment
- SAQ certification (affluent or individual customer advice) or the willingness to acquire it
- Enjoy building sustainable customer relationships and a strong network in the region
Additional details
- You organize your day-to-day work independently, use the freedom offered to you and take responsibility for your sustainable business success.
Notes and original content
- Requirements
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
Helvetia Versicherungen lists CHF 81'500 - 114'000 gross per year for this position in St. Gallen. 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 Helvetia Versicherungen 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 Helvetia Versicherungen 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 St. Gallen?
EU/EFTA residents living in the border zone of the country adjoining Canton St. Gallen 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 St. Gallen's cantonal migration office or with HR during the application.
How do I apply for this position at Helvetia Versicherungen?
Use the "Apply now" button on this page — it links directly to Helvetia Versicherungen'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.
