Private Client Advisor | Vaud Region | 80-100%
Baloise Versicherung AG
Lausanne
Key information
- Publication date:23 December 2025
- Workload:80 – 100%
- Place of work:Lausanne
Your job in brief
- All our clients have a plan, whether it is a financial, retirement, or life plan: support them competently and confidently in implementing their plan!
- Your advisory interview focuses on liquidity management, pension, wealth, and financing, but it can certainly go beyond this scope.
- Find, among our unique model combining insurance and banking products, the offer that best suits the individual situation of each client.
- You will enjoy working closely with our internal experts and benefiting from the many development opportunities our company offers.
What awaits you
Whether it is saving for your first car, making payments during your world tour, or financing your own home: you are alongside our clients as they realize their dreams, big and small. Listen to their needs, put yourself in their shoes, and thus find the optimal solution from a personal and partnership perspective. To do this, you can combine the best from our wide range of insurance and banking products .
Specifically, the following tasks await you in your new job:
- You competently and appropriately support our retail clients in liquidity management, pension, wealth, and financing. You integrate insurance services and services from our new "Mobility" and "Housing" ecosystems into your overall advisory interview.
- As an entrepreneur, you consistently and passionately pursue the market prospecting defined in your team.
- You manage your own client portfolio, mainly composed of insurance clients. In this context, you identify potentials that you either personally exploit or pass on to our private bankers for processing.
What we expect
You have both a sales talent, a keen ear, and a passion for numbers . You have an analytical mind, can grasp complex situations, and know how to convincingly defend your solutions. Be aware that you are the face of our bank: you demonstrate passion, courage, discipline, and appetite for innovation: we will teach you the rest.
At Baloise, we firmly believe that by working in a network, we can find better solutions. That is why you will work closely with your colleagues from insurance and the Pension & Wealth sectors and Private Banking . A pure team effort!
You also possess the following qualifications:
- Complete banking training and/or continuing education in banking or finance
- Further education in business administration (e.g., University of Applied Sciences or specialized higher education) is an advantage
- At least three years of experience in the banking or financial sector
- SAQ certification (Individual Client Advisor profile)
- High quality of oral and written expression in the language of the target market
- A second national language is required in market areas bordering French- and Italian-speaking Switzerland
- Willingness to travel: you meet your colleagues and clients in different branches or at clients' homes.
