Expert Financial Planning (m/f/d) Basel Part-time/Full-time

50-100%

Setting new standards together and shaping the future - for us, this means more than just completing tasks. Here you work with people who take responsibility, have high standards, and have the courage to take new paths. With us, you will find an environment where trust and performance go hand in hand and your ideas, your initiative, and your contribution count. This way, you have the opportunity to truly make a difference for our clients, your team, and your personal development.

What you achieve

• Professional expertise: As an experienced insurance advisor specialising in pension and financial services, you know the industry and its products. You advise our clients, develop financial and pension plans, support and empower our client advisors, provide training, and are the first point of contact for questions regarding pensions.
• Market analysis: You conduct market analyses and develop market penetration strategies to identify and utilise potentials and opportunities in the pension and finance sector.
• Expansion of pensions and finances: You are involved from the start and play a key role in building and shaping the area around insurance and banking solutions (e.g. asset management, funds) in pensions and wealth. Planning marketing measures, implementation, and controlling are also your responsibility.
• Building customer relationships: You maintain close relationships with the client advisors you support, assist them on their path to success, and actively expand your network within Helvetia as well as in the market.
• Teamwork: As a member of our expert community for pensions and wealth, you make a significant contribution to the professional and sales development of these topics at Helvetia.

What you bring

• Expert knowledge: You have a solid education or degree as well as several years of professional experience in the financial services industry.
• Entrepreneurial spirit: You are enthusiastic and passionate, enjoy building things up, and collaborating with various stakeholders.
• Communication skills: You are an excellent communicator and can convey complex matters clearly.
• Analytical thinking: You have a flair for numbers, think holistically, and possess strong organisational and planning skills.
• Customer orientation: The satisfaction of your clients is important to you, and you do everything possible to meet their needs in the best way.

Collaboration that makes a difference

We believe in collaboration at eye level, mutual trust, and people who want to take responsibility. Different perspectives help us develop better solutions - for our clients as well as for us as a team.

Contact

Ilse Hasler

Head Recruiting Sales & NextGeneration +41 58 280 1809

Your manager

Daniele Larecchiuta Sales Manager HIVE