Finance Specialist | Baden | 80%
Baloise Versicherung AG
Baden
Key information
- Publication date:26 August 2025
- Workload:80%
- Place of work:Baden
Job summary
Join our dynamic team supporting financial partners in client care. Enjoy a collaborative environment with growth opportunities.
Tasks
- Empower financial partners in retirement, financing, and wealth management.
- Ensure quality in portfolio analyses and client offers.
- Assist in market development and identify client potential.
Skills
- Commercial training with a federal certificate and proven finance experience required.
- Strong consulting skills and customer understanding essential.
- Ability to recognize and meet varied support needs.
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Your Job in Brief
- From customer visits to quality checks to internal training – your expertise is in high demand.
- You empower our financial partners in the areas of pension, financing, and assets and ensure the quality of their advice.
- Whether as a coach for career changers or as a sparring partner for our experienced advisors – you support where it counts.
What Awaits You
In the morning, you accompany a newly trained financial partner on a customer visit, before noon you check the quality of a pension dossier, and in the afternoon you give an internal training on needs analysis in 360° consulting. This could be what a workday in your new job looks like – quite varied, isn’t it?
Your focus is to support our financial partners in the areas of pension, financing, and assets. Your expertise helps them find the optimal solutions for our customers. We expect you to meet our financial partners at their individual development level – thus you are a patient coach for career changers and a sparring partner for experienced customer advisors.
- You empower our financial partners in the areas of pension, financing, and assets (retail banking).
- You ensure the quality of pension analyses, offers, and dossiers.
- You assist with market development and recognize customer potentials in the interplay between bank and insurance.
- You accompany our financial partners on customer visits and support them, among other things, in asset consulting.
What We Expect
Source of knowledge, consulting talent, customer understanding, quality control: You are as versatile as your tasks. Of course, this requires broad expertise – from A for applications to Z for future planning. We also expect you to have a feel for people: You recognize where your colleagues need support and notice the needs of the customers.
In addition, you bring the following qualifications:
- Commercial basic education with a federal certificate of competence EFZ
- Further training towards Financial Advisor IAF, federal financial planner, or certified banking specialist HF or in training for these is absolutely required
- Several years of experience in banking and/or insurance business
