Advisor (f/m/d) Private Banking Clients Geneva Region

80 - 100%

At Baloise Bank, it is much more than just completing tasks. We are looking for people who take responsibility, strive for excellence, and have the courage to explore new paths. You will work in an environment where trust, collaboration, and performance go hand in hand. Your ideas, initiative, and contribution make a difference. You will thus have the opportunity to make a tangible impact for our clients, your team, and your own professional development.

What you bring

• You provide comprehensive and personalised support to our Private Banking clients and position yourself as a trusted contact for all financial matters. You assist your clients in building their financial future by offering suitable investment and pension solutions.
• You analyse your clients’ needs taking into account their personal situation, objectives, and expectations. When relevant, you collaborate closely with our internal specialists to develop tailor-made investment solutions.
• In cooperation with banking and insurance specialists, you design individualised concepts in the areas of investment, pension, financing, and wealth transfer.
• You actively develop your Private Banking client portfolio by acquiring new clients and sustainably consolidating existing relationships.
• You identify additional advisory opportunities and exploit them in a targeted manner through a proactive cross-selling approach. You thus advise your clients comprehensively on banking and insurance products.
• You monitor the evolution of financial markets and regularly discuss their impacts and resulting opportunities with your clients.
• You represent our Private Banking business at client events, both internally and externally.

Your profile

• You have several years of experience in supporting and advising a Private Banking clientele.
• You hold a completed banking qualification as well as additional training, for example as a financial planner with a federal diploma or a Bachelor in Banking and Finance.
• You are an authentic and empathetic personality, capable of offering a quality client experience to a demanding Private Banking clientele with diverse needs.
• You are an autonomous, committed, honest, and results-oriented person, with an entrepreneurial spirit, a high level of demand, and a strong client focus.
• Your team spirit as well as your interpersonal skills and ability to persuade complete your profile.
• Thanks to your regional roots and existing network, you know the specifics of the local market perfectly and have valuable contacts in the region.

A collaboration that advances

We believe in a partnership of equals, involving mutual trust, with people who want to take responsibility. The diversity of viewpoints helps us find better solutions, both for our clients and within our teams.

Contact us

Esther Glutz

HR Business Partner +41 58 285 3807

Your manager

Hervé Perriard Head of Private Banking Western Region