Customer Advisor Private Clients (a)

About the job

Customer Advisor Private Clients (a)

Workload

80-100%

Workplace

Köniz and Schwarzenburg

How you inspire

• You manage and develop your own client portfolio in the private client segment
• You diligently support, advise and empower your clients throughout their life cycle and key events
• You advise your clients with commitment and responsibility on topics such as finances, saving, investing, pension provision and financing
• You maintain long-term client relationships in the region and sustainably expand them
• You work side by side with your team members and other specialists

What you bring

• You have several years of professional experience in banking, ideally with proven experience in pension matters and corresponding further training
• Supporting demanding clients is nothing new to you and brings you great joy
• You possess good communication and presentation skills and appreciate an open feedback culture
• You are a committed personality who likes to take initiative, thinks entrepreneurially and is always curious

We are committed to you!

• Promotion of your individual development needs, both in terms of time and finances
• Flexible working arrangements (part-time, job sharing, home office, annual working hours)
• Between 27 – 30 days of holiday per year
• Sustainable remuneration: no individual bonuses, but profit sharing for all employees
• How we interact: informal culture - open – personal – team-oriented

Your BEKB

For pioneers, bridge builders and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and support private and corporate clients with innovative financial services. The needs of our clients are always the focus of our daily work. With our IT subsidiary aity AG, we create the right technical conditions for this.

The well-being of our employees is close to our hearts. We promote young and experienced talents in their development, advocate for individual and flexible working arrangements, and pave the way for our employees to training and career opportunities . Our open and positive corporate culture is at the forefront. Trust, commitment and sustainability are firmly anchored with us; diversity , collaboration and humour are part of our DNA.

Your future leader

Your manager looks forward to providing you with information about your future position, such as your tasks and your team:

Studer Murielle Caroline
Head of Team Köniz and Schwarzenburg

031 974 45 29

murielle.studer@bekb.ch

https://www.linkedin.com/in/murielle-studer-09a68915b/

Your contact person in HR

We are happy to answer your questions about the application process, your future employment conditions and the BEKB culture:

René Schläppi
HR Business Partner

031 666 67 79

https://www.linkedin.com/in/reneschlaeppi/