Berater (w/m/d) Private Banking / Privatkunden Ostschweiz — Helvetia Versicherungen
- Location
- St. Gallen
- Contract
- Full-time
- Posted
- 50 days ago
Full description
Bank, customer advice – sales Pensum: 80 - 100% / Place of work St. Gallen or by appointment Place of work: Level of experience: With professional experience FlexOffice: on site Rethinking banking. Be successful together. With us, you can expect an environment in which initiative is appreciated, responsibility transferred and performance recognized. Thanks to the close connection between banking and insurance, you can support your customers comprehensively and offer solutions from a single source. You actively shape customer relationships, contribute your ideas and use the freedom you need for sustainable success. Together with a dedicated team, you create real added value for our customers and develop personally and professionally.
What you do
- 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.
What you bring
- 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
- Strong sense of customer needs, high consulting and final competence as well as passion for attracting new customers
- Entrepreneurial thinking, self-initiative and the will to actively recognize and use opportunities
- Authentic, winning appearance as well as strong communication and relationship skills
- Style-confident knowledge of German in words and writing
Your contact
Esther GlutzHR Business Partner
What we offer
FlexOffice: Flexible working in the office, from home or on the road Insurance & Pension Solutions: Discounts on Insurance and Pension Solutions Vacation Purchase: Buy additional vacation days
Education and training
Attractive training and further education opportunities for your personal development
Pension schemes
Above-average pension benefits Sounds like an environment that suits you?
Collaboration that makes a difference
We believe in cooperation on equal terms, mutual trust and people who want to take responsibility. Different perspectives help us to develop better solutions – for our customers as well as for us as a team.
Over 100 professions - discover the variety of professions at Helvetia
It is clear that at Helvetia not only customer consultants can be found. Nevertheless, it is surprising that more than 100 jobs are counted. In the article, two employees talk about how chemistry and art fit Helvetia as professional fields.
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in St. Gallen is CHF 81'500 - 114'000 gross per year — an estimate, not a figure communicated by Helvetia Versicherungen. The calculator on this site converts a gross salary into 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 citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton St. Gallen's migration office after the contract is signed. Processing times vary by 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.
