Inheritance Advisor (a) 60 - 100%

We are constantly developing new ideas to improve ourselves and our services – supported by dedicated professionals who grow beyond themselves together with us. Do you want to use your expertise purposefully, further develop your team, and help shape the future of BEKB? Then you are in the right place with us. You bring the expertise, we give you the space to unfold it. Let your ideas grow with us - together we offer more than banking.

• You provide comprehensive and high-quality advice to individuals in all matters of matrimonial property and inheritance law, taking into account related legal areas (including inheritance and gift tax law) and in the area of adult protection law
• You independently prepare regulations for estate planning, drafts of marriage and inheritance contracts, will templates, as well as templates for individualized advance directives
• In your role as a specialist speaker, you give presentations at internal and external events and write specialist articles
• You act as the first point of contact for internal specialist questions and support our financial coaches and clients in complex adult, property, and inheritance law matters
• You ensure active and efficient collaboration with our financial coaches and actively support them in achieving their goals

• You have several years of experience in the above-mentioned area of responsibility (completed law degree, Swiss attorney and/or notary patent is an advantage)
• Thanks to your excellent language skills in French (priority) and German, you advise confidently and convincingly in both languages
• You are an initiative-taking, customer-oriented, and flexible personality with a quick grasp, very good analytical skills, as well as a structured and precise way of working
• Preferably, you have several years of experience in a comparable, consulting-oriented environment
• You work independently, show initiative, and have a high level of resilience. Additionally, you are willing to travel within the canton of Bern

• 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 25 – 30 vacation days per year
• Sustainable compensation: no individual bonuses, but profit sharing for all employees
• How we interact: informal culture - open – personal – team-oriented

Rachel Picci
HR Business Partner

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 for 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 humor are part of our DNA.