Specialist Wealth Planning (a) 50 - 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. Does this environment appeal to you? Then you are the perfect fit for this exciting position as a caseworker, where you will take your team to the next level and play a decisive role in shaping BEKB. Let your ideas grow with us; together we offer more than banking.

• Side by side with our experts, you are responsible for the uniform file management (from opening to closing and archiving) of advisory mandates
• You obtain information from AHV, pension funds, tax authorities or insurance companies and manage the mandate accounting (time tracking / invoicing / monitoring of incoming payments)
• You document the measures from implemented financial plans and other advisory services in the CRM
• For our tax, estate, and business succession experts, you are an important contact person for administrative matters and act as the "good soul" of the team

• You have a commercial apprenticeship in banking
• You are interested in the areas of pension provision, financial planning, estate or taxes and have ideally already built up a deep understanding of these topics through your professional experience in recent years
• Your mother tongue is German and you ideally also have French skills, enjoy working independently in a small team, and take pleasure in telephone contact with internal and external customers, financial coaches, and authorities
• You are an open, proactive, helpful, solution-oriented personality and a true team player and also enjoy organising small events
• Your high service mentality and quick comprehension distinguish you, and you value precise working methods

• 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 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.