Customer Advisor Bank | Intermediaries and Special Customers | 80-100%
Baloise Versicherung AG
Solothurn
Key information
- Publication date:12 September 2025
- Workload:80 – 100%
- Place of work:Solothurn
Your Job in Brief
Our team for intermediaries and special customers supports external intermediaries as well as international and institutional customers of the bank. Thanks to our manageable structure and the wide variety of tasks, an exciting environment awaits you, where every day brings new opportunities and challenges.
You are primarily responsible for a portfolio of institutional customers and external asset managers, but also take on representative tasks for foreign customers and intermediaries.
What Awaits You
Baloise is characterized by a unique culture. People are at the center with us. We believe in the value of trust, respect, and integrity. Our culture promotes innovation and collaboration, and we are proud of an environment where you can develop and contribute your ideas.
Your tasks with us are:
- Further development and implementation of the growth strategy for intermediaries, international and institutional customers, involving the bank and insurance sales with a focus on the German-speaking part of Switzerland
- Building and maintaining a strong internal network with bank and insurance sales
- Acquisition and support of institutional customers and external asset managers
- Taking over a customer portfolio with existing institutional customers and external asset managers
- Representation for international customers and intermediaries
- Responsibility in daily business: managing customer accounts including opening and closing as well as monitoring transactions, document and information management, and structured, efficient, and secure processing of financial transactions for customers, conducting review discussions
Your Team
You can expect
- a key role in a dynamic and collegial team, with diverse tasks and high personal responsibility.
- the opportunity to further develop your skills.
- targeted support and individually tailored development perspectives.
- a corporate culture that relies on initiative, collaboration, and direct communication.
What We Expect
You bring an inspiring spirit and the desire to leave your own mark. You have a genuine interest in people and put the needs of our customers at the center of your actions.
Freedom to shape things does not deter you – on the contrary: you use it to make a difference with small or large steps.
This is not a solo run but a shared journey. Let us inspire, challenge, and think further together.
Your qualifications:
- You are committed and think holistically as well as being implementation- and solution-oriented.
- You have several years of professional experience at a bank, ideally with customer contact and the willingness to take the next step and assume responsibility.
- You enjoy customer contact and networking, can listen actively, and are service-oriented.
- You appreciate travel within Switzerland (approx. 40% of working time).
- You want to continue your education (e.g., financial advisor/planner IAF).
- You have very good language skills in German, French, and English; Italian is a plus.
