Berater (w/m/d) Private Banking Oensingen — Helvetia Versicherungen
CHF 68'500 - 104'000
Helvetia Versicherungen · Oensingen (SO)
- Location
- Oensingen
- Contract
- full-time
- Posted
- 8 days ago
SalaryCHF 68'500 - 104'000
Role overview
We are the bank within the Helvetia Baloise Group – an environment that combines freedom, entrepreneurship and humanity.
We offer solutions that offer security and at the same time open new paths.
We are characterized by a unique culture in which people are at the centre.
- We are the bank within the Helvetia Baloise Group – an environment that combines freedom, entrepreneurship and humanity.
- We offer solutions that offer security and at the same time open new paths.
- You actively win new private banking customers and develop an existing portfolio of clients in the investment sector.
- You support and advise our private banking customers holistically and need-oriented and position yourself as a trustworthy contact person in all financial matters.
Main responsibilities
- You actively win new private banking customers and develop an existing portfolio of clients in the investment sector.
- You support and advise our private banking customers holistically and need-oriented and position yourself as a trustworthy 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 work closely with internal specialists and develop suitable investment solutions.
- Together with internal specialists, you work on individual investment, pension, financing and succession concepts.
- You recognize additional consulting opportunities and use them specifically through active cross-selling.
- You will provide comprehensive advice to your customers on banking and insurance products.
- You will monitor developments in the financial markets and regularly consult them with your customers.
- At customer events you will represent our private banking in- and out.
Additional details
- You are part of the private banking team Olten.
Notes and original content
- Requirements:
