Client Advisor / Client Advisor Institutional Clients

Client Advisor / Client Advisor Institutional Clients (a) We are constantly developing new ideas to improve ourselves and our services. Our 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 – transparently, sustainably, and at eye level. Do you like to contribute your own ideas? Is a collegial working environment important to you? Then we have an interesting position for you at Bundesplatz in Bern! Client Advisor / Client Advisor Institutional Clients (a) Workload 80-100% Work location Bern-Bundesplatz How you inspire 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 further develop an existing client portfolio, identify new business opportunities, and acquire new clients You specifically develop our wholesale business and strengthen our position as a leading partner in Espace Mittelland for institutional clients You advise institutional investors such as pension funds, insurance companies, banks, family offices, and foundations in the implementation of their investment and financial strategies You participate in client presentations and convince clients of our attractive offer as well as our services What you bring You have several years of professional experience in asset management and in the area of professional investors with a high affinity and enthusiasm for the financial industry You have a FH or university degree, CFA or CIIA is desired, and further training in sustainability is welcome You convince with excellent communication and negotiation skills as well as a winning appearance and have demonstrable success in building and expanding client portfolios You are a motivated, enthusiastic, and resilient personality with strong teamwork skills across department boundaries We are looking for talented people, not just a perfect CV – apply to us! Mir engagiere üs für di! 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 Dini 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 conditions 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 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 humor are part of our DNA. Dini zuekünftigi Füehrigsperson Your manager is pleased to provide you with information about your future position, such as your activities and your team: Cengiz Temel Head of Professional Investors Write e-mail (<>) Dini Kontaktperson us em HR We are happy to answer your questions about the application process, your future employment conditions, and the BEKB culture: Justyna Walloschek HR Business Partner jpid1e5ac61jm jit0730jm jiy26jm