Senior Client Advisor / Client Advisor Private Clients

Senior Client Advisor / Client Advisor Private Clients (a) We inspire sustainably – customers and team members alike. You too? Then you are the right fit for this exciting position as a financial coach, in which you are committed to being responsible for the advice of your clientele. Let your ideas grow with us, together we offer more than banking. Senior Client Advisor / Client Advisor Private Clients (a) Workload 80\-100% Work location Breitenrain How you inspire You manage and develop your own sophisticated client portfolio in the private client segment You support, advise, and empower your clients competently and holistically along their life cycle and their key events You advise your clients with commitment and responsibility in the topics of numbers, saving, investing, retirement planning, and financing You maintain long-term client relationships in the region and expand them sustainably You work side by side with your team members and other specialists What you bring You have many years of professional experience in banking, ideally with proven expertise in financing and retirement planning issues The support of sophisticated clients is nothing new to you and gives you great joy You are equipped with strong communication and presentation skills and appreciate an open feedback culture You are a committed personality who likes to take initiative, thinks entrepreneurially, and is always curious We commit ourselves to you! Promotion of your individual development needs, temporally and financially Flexible working models (part-time, job-sharing, home office, annual working hours) Between 27 – 30 vacation days per year Sustainable compensation: no individual bonuses, but profit sharing for all employees How we interact with each other: Du-culture - open – personal – team-oriented Your BEKB 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 accompany private and corporate clients with innovative financial services. The needs of our customers are always the focus of our daily work. With our IT subsidiary aity AG, we create the right technical prerequisites for this. The well-being of our employees is important to us. We promote young as well as experienced talents in their further development, advocate for individual and flexible working models, and pave the way for our employees for further education and career opportunities. In doing so, our open and positive corporate culture is in the foreground. Trust, commitment, and sustainability are firmly anchored with us; diversity, collaboration, and humor are part of our DNA. Your future manager Your manager is happy to provide you with information about your future position, such as your activities and your team: Balmer Head of Bern-North Region Write e-mail (<>) / Your contact person from HR We are happy to answer your questions about the application process, your future employment conditions, and the BEKB culture: René Schläppi HR Business Partner / jpid9ebe34fjm jit0730jm jiy26jm