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

About the job

Simplify together. Because life is full of possibilities. And has become more complex at the same time. That is why we are looking for collaborators who implement simplicity with us.

• act independently and prospect existing and potential clients as an expert in pension fund solutions (LPP) and personal insurance (LCA, LAA, LAAC)
• work on implementing optimal comprehensive solutions, especially in the area of executives
• analyse existing solutions and develop solutions for the future
• take responsibility for tenders and submissions, as well as conducting negotiations with pension providers and potential asset managers, and finalise results in a comparative model
• conduct annual interviews with clients
• support, at the project level, the current autonomous pension solutions in their reorientation
• develop solid decision-making bases for our clients
• identify and implement cross-selling and upselling opportunities with advisors from Valiant Bank branches
• actively contribute to the development of the brokerage service offering
• know how to convince and inspire enthusiasm as a speaker at trade fairs and client events

• an unwavering commitment to client follow-up and acquisition
• knowledge of the current market as well as several years of professional experience in advising companies in the field of pension fund solutions and personal insurance
• the required conditions and registration in the FINMA intermediary register
• preferably experience gained within an insurance company, broker or collective foundation, in the field of distribution and client acquisition
• a friendly personality and a charismatic and confident appearance
• good IT skills (WinVS, Sobrado, Microsoft applications)
• French as a mother tongue and proficiency in German is an asset
• willingness to travel in the Romandie region, with the possibility to choose your workplace location (in one of the Valiant Bank branches in French-speaking Switzerland)