Private Banking Client Advisor (all genders) | Valais | 80-100%
Baloise Versicherung AG
Sitten
Key information
- Publication date:20 January 2026
- Workload:80 – 100%
- Place of work:Sitten
Job summary
Join Helvetia Baloise, a leader in integrated financial services. This role offers a unique chance to provide comprehensive solutions to clients.
Tasks
- Develop and manage relationships with high-net-worth clients.
- Collaborate with specialists in insurance and financial planning.
- Actively support client acquisition and retention strategies.
Skills
- Commercial banking training with experience in wealth management.
- Strong knowledge of investments and credit options.
- Team spirit, independence, and excellent communication skills.
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Your job in brief
The question is why do you approach an insurance company as a banker? It's very simple, Helvetia Baloise is the only company to offer a comprehensive range of financial services in all areas, giving you the unique opportunity to provide all solutions to your clients.
What awaits you
Baloise Bank develops and markets integrated solutions for wealth accumulation, real estate financing, and insurance throughout Switzerland. We are looking for a dynamic personality to complete our team of advisors in Valais. The role involves individually managing and developing wealthy clients throughout their life cycle, in collaboration with our specialized insurance network and financial planning specialists. You would be focused on asset management and real estate financing. You will actively support our structure in client retention, development, and acquisition of new clients.
Your team
We are a team of client advisors in banking and insurance. We are spread across different locations between the canton of Jura and the canton of Valais and we also gladly visit our clients. To regularly exchange among ourselves, we meet several times a year or communicate spontaneously via Teams when someone needs support. It is important to us that you act very independently and actively as a specialist at your workplace. We are also looking for a team member who brings ideas and appreciates shared successes. Do you share these values? Then we look forward to meeting you!
What we expect
- Commercial banking training
- Experience in supporting wealthy private clients
- Very good knowledge of investment and credit
- Good knowledge of German
- Good IT skills (Avaloq is an advantage)
- Team spirit, independence, networking skills, flexibility, ability to work under pressure, and great initiative
You must want to perform, you must like people and be a solutions provider for them.
It is a matter of trust, maintaining contacts, understanding needs, and positioning yourself in relation to the client and their family.
