Finanzplanungsexperte (m/w/d) Bank — Helvetia Versicherungen

CHF 68'500 - 104'000

Helvetia Versicherungen · Solothurn (SO)

Categoria: Amministrazione Contratto: full-time Salario: CHF 68'500 - 104'000

SalaryCHF 68'500 - 104'000

Baloise Bank is part of Helvetia Baloise Switzerland, an innovative financial service provider that connects banking and insurance intelligent.

We offer solutions that offer security and at the same time open new paths.

We are distinguished by a unique culture in which people are at the centre.

Baloise Bank is part of Helvetia Baloise Switzerland, an innovative financial service provider that connects banking and insurance intelligent.
We offer solutions that offer security and at the same time open new paths.
Independent development of sophisticated, complex strategic financial planning for clients and employees of the bank as well as insurance against fees, including management of the related customer talks Quality assurance in the team
Support of the customer advisors in the acquisition of potential financial planning customers and in the implementation of the concretely defined measures from financial planning Technical support of the customer advisors

Independent development of sophisticated, complex strategic financial planning for clients and employees of the bank as well as insurance against fees, including management of the related customer talks Quality assurance in the team
Support of the customer advisors in the acquisition of potential financial planning customers and in the implementation of the concretely defined measures from financial planning Technical support of the customer advisors
Active promotion of the service,Financial planning plus, within Helvetia Divisions to regularly

Application Owner of the consulting tool including active participation for improvement and further development
Active participation for the further development of the service,financial planning plus, within the bank and insurance requirements:
Completed banking training or studies in the financial sector
Continuing training as a financial planner with eidg.
Specialist ID, i.e. dipl. financial planning expert, CFP® or comparable qualification
Perennial, well-founded professional experience (min. 5–10 years) in financial planning or asset consulting
Extensive expertise in the areas of investments, taxes, pension, financing and estate planning of complex issues (e.g. The company's success)
Experience in dealing with demanding wealthy customers

client events on the topic of "pension planning", including event planning and organization as well as support and acquisition of participants

Independent development of sophisticated, complex strategic financial planning for clients and employees of the bank as well as insurance against fees, including management of the related customer talks Quality assurance in the team
Support of the customer advisors in the acquisition of potential financial planning customers and in the implementation of the concretely defined measures from financial planning Technical support of the customer advisors
Active promotion of the service,Financial planning plus, within Helvetia Divisions to regularly
Extensive expertise in the areas of investments, taxes, pension, financing and estate planning of complex issues (e.g. The company's success)

Independent development of sophisticated, complex strategic financial planning for clients and employees of the bank as well as insurance against fees, including management of the related customer talks
Quality assurance in the team
Support of the customer advisors in the acquisition of potential financial planning customers and in the implementation of the concretely defined measures from financial planning
Technical support of the customer advisors
Active promotion of the service,Financial planning plus, within Helvetia
Divisions to regularly
Extensive expertise in the areas of investments, taxes, pension, financing and estate planning of complex issues (e.g.
The company's success)

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