Client Advisor Institutional Clients (a) 80 - 100%

About the job

We are constantly developing new ideas to improve ourselves and our services. Our subject matter experts are the driving forces in this process. As a responsible bank with strong regional roots and clear values, we accompany people and institutions through the financial world – transparently, sustainably and on an equal footing. Do you like to contribute your own ideas? Is a collegial working environment important to you? Then we have an interesting position for you at Bundesplatz in Bern!

• You build and maintain long-term relationships with professional investors such as foundations, pension funds, insurance companies, banks and family offices
• You take over and further develop an existing client portfolio, identify new business opportunities and acquire new clients
• You specifically develop our wholesale business and strengthen our position as a leading partner in the Espace Mittelland for institutional clients
• You advise institutional investors such as pension funds, insurance companies, banks, family offices and foundations on the implementation of their investment and financial strategies
• You participate in client presentations and convince clients of our attractive offer and our services

• You have several years of professional experience in asset management and in the area of professional investors with a strong affinity and enthusiasm for the financial industry
• You hold a university of applied sciences or university degree, CFA or CIIA is desired and further training in sustainability is welcome
• You impress with excellent communication and negotiation skills as well as a winning manner and have proven success in building and expanding client portfolios
• You are a motivated, enthusiastic and resilient personality with pronounced teamwork skills across departmental boundaries
• We are looking for talented people, not just a perfect CV – apply with us!

• Support for 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

Justyna Walloschek
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 as well as 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 humour are part of our DNA.