Description

Your job in brief Client Advisor Banking (all genders) | Valais | %Your job in brief The question is why you would address an insurance company as a banker? It’s very simple, Helvetia Baloise is the only company to offer a comprehensive range of financial services in all areas, thus providing you with the unique opportunity to bring all the solutions to your clients. Baloise Bank develops and markets integrated solutions for real estate financing and insurance throughout Switzerland. We are looking for a dynamic personality to complement our team of advisors in Valais. This involves individually managing and developing affluent clients throughout their life cycle, along with our specialized network in insurance and financial specialists, you would be focused on asset management and real estate financing. You will actively support our structure in the development and acquisition of new clientele, within a team of advisors in the banking and insurance sector. We are spread across different sites between the Canton of Jura and the Canton of Valais, and we are also happy to travel to our clients. To exchange regularly among ourselves, we meet several times a year or communicate spontaneously via Teams whenever support is needed. It is important for us that you act very independently as a specialist in your workplace. We are also looking for a team member who brings ideas and appreciates shared successes. Do you share these values? Then we look forward to meeting you! Client Advisor Banking (all genders) | Valais | %What we expect Commercial banking experience in supporting affluent private clients Very good knowledge in investment and credit Good knowledge of German Good knowledge of (Avaloq is an asset), teamwork, independence, networking spirit, flexibility, ability to work under pressure, and a strong desire to perform. You must enjoy people and be a solution provider as it’s a matter of trust; it’s about maintaining contacts, understanding needs, and positioning yourself with respect to the client and their family. About Baloise We are more than just an insurance company and traditional bank. We focus on the changing needs of society in the digital age. With our smart financial and insurance solutions, we offer a whole universe of services through which we create added value for all our stakeholders. We view perpetual change as an opportunity: we aspire for our offerings tomorrow to be even more sustainable, more innovative, and more customer-oriented. We prioritize solutions that make a real difference, and we focus on diversity within our company. Are you ready? With us, you are free to develop your ideas and implement them. Our culture gives you the opportunity to move forward, take responsibility, and contribute personally to the success of the company. Invest yourself! Challenge us! Continue to evolve and help us evolve! We are a family-owned business: our internal network is strong, our hierarchical paths are short, we know each other, and we support each other. Indeed, it is together that we will move forward. jid33b4d4eaen jit0206aen jpiy26aen