Bank Customer Advisor | Intermediaries and Special Clients | 80-100%
Baloise Versicherung AG
Solothurn
Key information
- Publication date:11 September 2025
- Workload:80 – 100%
- Place of work:Solothurn
Job summary
Join our dedicated team supporting intermediaries and special clients. Experience a stimulating environment with daily challenges and growth opportunities.
Tasks
- Manage a portfolio of French and Italian-speaking clients abroad.
- Collaborate with internal advisors to develop client relationships.
- Oversee daily operations, ensuring efficient transaction management.
Skills
- Experience in banking with a results-oriented approach required.
- Strong networking and client interaction skills needed.
- Fluent in French and German; Italian is a plus.
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Your job in brief
- Within the team dedicated to intermediaries and special clients, you will support both external brokers and the bank's foreign and institutional clientele.
- Our human-sized structure and diversified activities will offer you a stimulating environment where each day brings new challenges and opportunities.
- You will be mainly responsible for a portfolio of French-speaking and Italian-speaking foreign clients, while also providing backup for German-speaking and institutional foreign clients.
What awaits you
Within the team dedicated to intermediaries and special clients, you will support both external brokers and the bank's foreign and institutional clientele.
Our human-sized structure and diversified activities will offer you a stimulating environment where each day brings new challenges and opportunities.
You will be mainly responsible for a portfolio of French-speaking and Italian-speaking foreign clients, while also providing backup for German-speaking and institutional foreign clients.
Your responsibilities
- Develop and implement the growth strategy with intermediaries and international clients, in collaboration with the bank's and insurance's distribution employees, with a particular focus on French-speaking Switzerland and Ticino
- Maintain and develop an internal network with banking and insurance advisors
- Develop the French and Italian client market, acquire and support external intermediaries
- Maintain a portfolio of existing French-speaking and Italian-speaking foreign clients
- Provide backup for German-speaking and institutional foreign clients
- Ensure daily operational management: Client account management, including opening and closing, as well as transaction monitoring. Document and information management, as well as structured, efficient, and secure processing of financial transactions for clients. Annual review meetings with clients
Your team
- A key role within a dynamic and well-established team
- A stimulating environment characterized by varied tasks and responsibilities
- The opportunity to develop your skills and progress within the company
- A corporate culture valuing personal initiative, proximity, and collaboration
What we expect
- Committed personality, with a global vision, solution- and results-oriented
- Several years of professional experience in the banking sector, ready to take a new career step and assume more responsibilities
- Ease in client contact and networking, active listening skills, and strong client and service orientation
- Mobility: travel in Switzerland represents about 40% of working time
- Willingness to pursue continuing education (e.g., IAF certification)
- Excellent command of French and German; Italian is an asset
