Customer Advisor Institutional Customers

Customer Advisor Institutional Customers (a) We are constantly developing new ideas to improve ourselves and our services. Our technical experts are the driving forces in this process. As a responsible bank with strong regional roots and clear values, we accompany people and institutions through the financial world – transparent, sustainable, and at eye level. Do you like to bring in your own ideas? Is a collegial working environment important to you? Then we have an interesting position for you at Bundesplatz in Bern! Customer Advisor Institutional Customers (a) Scope of work 80-100% Place of work Bern-Bundesplatz How you will be enthusiastic You build and maintain long-term relationships with professional investors such as foundations, pension funds, insurance companies, banks, and family offices You take over and develop an existing customer portfolio, identify new business opportunities, and acquire new customers You develop our wholesale business in a targeted manner and strengthen our position as a leading partner in the Espace Mittelland for institutional customers You advise institutional investors such as pension funds, insurance companies, banks, family offices, and foundations on the implementation of their investment and financial strategies You participate in customer presentations and convince customers of our attractive offer and services What you bring You have several years of professional experience in asset management and in the field of professional investors with a high affinity and enthusiasm for the financial industry You have a degree from a university of applied sciences or a university, CFA or CIIA is desired, and further education in sustainability is welcome You convince with excellent communication and negotiating skills as well as a winning appearance and have proven successes in building and expanding customer portfolios You are a motivated, enthusiastic, and resilient personality with a pronounced team spirit across departmental boundaries We are looking for talented people, not just a perfect resume – apply to us! Mir engagiere üs for di! Promotion of your individual development needs, temporally and financially Flexible working models (part-time, job sharing, home office, annual working time) Between 27 – 30 vacation days per year Sustainable compensation: no individual bonuses, but success participation for all employees How we interact with each other: You culture - open - personal - team-oriented Dini BEKB For pioneers, bridge builders, and future shapers: The BEKB Group has a lot to offer you as an employer - much more than banking. In the Bern/Solothurn region, we advise and accompany private and business customers 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 close to our hearts. We promote young and experienced talents in their further development, advocate for individual and flexible working models, and pave the way for our employees' further training and career opportunities. Our open and positive corporate culture is at the forefront. Trust, commitment, and sustainability are firmly anchored in us; diversity, collaboration, and humor are part of our DNA. Dini zuekünftigi Füehrigsperson Your supervisor will be happy to provide you with information about your future position, such as your tasks and your team: Cengiz Temel Head of Professional Investors E-Mail schreiben (<>) Dini Kontaktperson us em HR We will be happy to answer your questions about the application process, your future employment conditions, and the BEKB culture: Justyna Walloschek HR Business Partnerin jpid2893490jm jit0728jm jiy26jm