Private Customer Advisor (m/f/d) Bank | Basel Region | 80 - 100%
Baloise Versicherung AG
Basel
Key information
- Publication date:22 January 2026
- Workload:80 – 100%
- Place of work:Basel
Job summary
Join our dynamic team at Helvetia Baloise, a leader in finance and insurance. Enjoy a supportive work environment with growth opportunities.
Tasks
- Assist clients in implementing their financial, pension, or life plans.
- Provide expert advice on liquidity management, retirement, and investments.
- Collaborate with internal teams to create tailored financial solutions.
Skills
- Completed banking education or finance training; 3-5 years of experience.
- Analytical thinking and problem-solving skills are essential.
- Strong communication skills in German, both spoken and written.
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Your Job in Brief
- All our customers have a plan – whether it is a financial, pension, or life plan: Support them competently and with trust in its implementation!
- The focus of your advice lies in the areas of liquidity management, retirement provision, assets, financing – and it can certainly go beyond that.
- Find the ideal offer for every individual customer situation in our unique model combining insurance and banking.
- Look forward to close teamwork with our internal experts and take advantage of the broad development opportunities in our company.
What Awaits You
Whether it is choosing the right investment solution or financing their own home: You support our customers in realizing their dreams. Have an open ear for their needs, put yourself in their life situation, and thus find the optimal solution – personal and in partnership. You can combine the best from our wide range of insurance and banking offerings.
Specifically, the following tasks await you in your new job:
- You competently and needs-orientedly accompany our customers in the individual private customer segment in the areas of liquidity management, retirement provision, assets, and financing. You integrate insurance services and services from our partnerships into your overall advice, always in close cooperation with your colleagues from the bank and insurance.
- You consistently implement the market approach defined in the team with a lot of energy and passion.
- You develop your own client portfolio in collaboration with the insurance.
- You recognize potentials that you either exploit yourself or pass on for further care to our Private Bankers .
Your Team
We are a well-coordinated team distributed across the various locations of the bank and insurance. Despite the decentralized workplaces, we value regular and open exchange. By helping each other and sharing ideas, we support and motivate each other.
As a new team member, we wish for a person who enjoys working in a team and at the same time brings a high degree of initiative and flexibility.
What We Expect
You are that certain combination of sales talent, open ear, and numbers person . You think analytically, can also empathize with complex situations, and convincingly represent your solutions. Be aware that you are the face of our banking: You bring passion, courage, discipline, and appetite for new things – we will teach you the rest.
At Helvetia Baloise, we firmly believe that we find better solutions when we network. Therefore, you will work closely with your colleagues from insurance and banking. Pure teamwork too!
In addition, you bring the following qualifications:
- Completed banking training and/or further education in banking or finance
- Business administration further education is an advantage, e.g., higher technical school for business or university of applied sciences
- At least 3-5 years of experience in consulting in the banking or financial sector
- SAQ certification (Individual Customer Advisor profile)
- Willingness to travel: You meet with colleagues and customers at various agencies or at the customers' homes
- Networking in the region: Your network in the region helps you.
- Very good oral and written expression in the German language.
