Berater (w/m/d) Private Banking Solothurn — Baloise
- Location
- Solothurn
- Contract
- full-time
- Posted
- 13 days ago
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
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.
