Corporate Client Pension Advisor (Mandate Management) 80 - 100 %

About the job

Corporate Client Pension Advisor (Mandate Management) 80 - 100 %

Basel

You will

• act independently and acquire as an expert for pension fund solutions (BVG) and personal insurances (KTG, UVG, UVG-Z) with existing and new clients
• work towards optimal overall solutions, especially in the executive area
• analyse existing solutions and develop future ones
• be responsible for tenders/submissions as well as for conducting negotiations with potential pension providers and asset managers and finalise results in a comparison model
• accompany current autonomous pension solutions in the realignment at project level
• develop well-founded decision bases for our clients
• actively identify and promote cross-selling opportunities with tandem partners
• work in a highly motivated team
• actively contribute to further developing the broker services department
• convince and inspire as a speaker at specialist events and client occasions

You bring

• passion for client care and acquisition
• current market knowledge as well as several years of professional experience in corporate client consulting in the area of pension fund solutions and personal insurances
• the necessary qualifications and registration in the FINMA intermediary register
• preferably experience at an insurance company, a broker or a collective/community foundation with a focus on sales and client acquisition
• a likeable personality and a confident, poised and winning demeanour
• good IT skills (WinVS, BAYO, PowerPoint and Excel)

What you should know

We offer

Tasks
We offer exciting and varied tasks for employees who want to help shape, simplify and actively initiate ideas.

Culture
We are simple and clear, treat each other as equals and maintain a collegial and friendly culture.

Organisation
We are a medium-sized company and rely on flat hierarchies and manageable processes.

Development
We invest in the development of our employees and promote our talents.

Flexible employment conditions
We offer our employees modern and flexible working time models such as working from home, flexible working hours, part-time work (also in leadership roles), purchase of additional holiday days, unpaid leave, sabbatical, etc.

Special conditions
We grant our employees various benefits such as special conditions on all banking services, discounted purchase of REKA credits, employee referral bonuses, 100% continued salary payment during military service, maternity, paternity and illness.

Your next step

Does this challenge appeal to you? We look forward to your application.

Questions about the application process

Martina Carlen

HR Consultant

031 310 73 10

Questions about the position

Martin Riesbacher

Regional Head Brokerservice

031 320 94 45

martin.riesbacher@valiant.ch

About us

Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private clients and SMEs a comprehensive, easily understandable range of financial services. Valiant is locally anchored in the following 15 cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, Schaffhausen, Solothurn, St. Gallen, Thurgau, Vaud, Zug and Zurich. In addition, it is present throughout Switzerland thanks to innovative digital services. Valiant has a balance sheet total of 38.2 billion Swiss francs and employs around 1200 staff – including over 70 trainees.