Conseiller (f/m/d) clients Private Banking Région Riviera Chablais — Helvetia Versicherungen
- Location
- Vevey
- Contract
- full-time
- Posted
- 4 days ago
Role overview
We are the bank of Helvetia, an innovative financial services provider that intelligently combines banking and insurance.
For us, setting new standards together and shaping the future means more than just doing tasks.
- We are the bank of Helvetia, an innovative financial services provider that intelligently combines banking and insurance.
- For us, setting new standards together and shaping the future means more than just doing tasks.
- With us, you work with people who take on their responsibilities, have high demands and dare to take new paths.
- You are evolving in an environment where trust and performance go hand in hand, and where your ideas, initiative and contribution make a difference.
Main responsibilities
- With us, you work with people who take on their responsibilities, have high demands and dare to take new paths.
- You are evolving in an environment where trust and performance go hand in hand, and where your ideas, initiative and contribution make a difference.
- You have the opportunity to have a real impact for our clients, your team and your own development. Aufgaben:
- You ensure a global and personalized support of our Private Banking clients and you position yourself as a trusted interlocutor for all financial issues.
- You support your clients in the construction of their financial future by offering them suitable investment and foresight solutions.
- You analyze the needs of your clients, taking into account their personal circumstances, objectives and expectations.
- When relevant, you work closely with our internal specialists to develop tailored investment solutions.
- In collaboration with banking and insurance specialists, you design individualized concepts in the areas of investment, foresight, financing and heritage transmission.
- You are actively developing your Private Banking customer portfolio by acquiring new customers and building long-term relationships.
- You identify additional counselling opportunities and exploit them in a targeted manner through a proactive cross-selling approach.
Additional details
- You have the opportunity to have a real impact for our clients, your team and your own development.
- You represent our Private Banking business at both internal and external customer events.
Notes and original content
- Anforderungen:
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
Helvetia Versicherungen lists CHF 86'500 - 120'500 gross per year for this position in Vevey. 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 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 Vaud?
EU/EFTA residents living in the border zone of the country adjoining Canton Vaud 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 Vaud'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.
