Berater (w/m/d) Private Banking Solothurn — Baloise

Full description

We are the bank of Helvetia - an innovative financial service provider that intelligently combines banking and insurance. Setting new standards together and shaping the future – that means more to us than simply completing tasks. Here you work with people who take responsibility, have high standards and have the courage to break new ground. With us you will find an environment where trust and performance go hand in hand and where your ideas, your initiative and your contribution count. This gives you the opportunity to really make a difference for our customers, your team and your personal development.

Tasks

• You actively acquire new private banking customers and continuously develop an existing customer portfolio in the investment sector.
• You support and advise our customers holistically and in a needs-oriented manner and position yourself as a trustworthy contact person for all financial questions. You will 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 will provide your customers with comprehensive advice on banking and insurance products.
• You monitor developments on the financial markets and discuss them regularly with your customers.
• At customer events you represent our private banking internally and externally.

Requirements

• You have several years of experience in supporting and advising private banking customers.
• You have completed banking training and further training; for example, a financial planner with a federal certificate or a bachelor's degree in banking and finance.
• You are an empathetic and authentic personality and know how to offer our private banking customers a convincing customer experience in different life situations.
• You are a committed, entrepreneurial person with integrity and high quality standards and a strong customer orientation.
• Your team spirit as well as your confident and winning demeanor complete your profile.

We offer

• 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.