Customer Advisor Private Customers (a) 80 - 100%
Berner Kantonalbank AG
Münsingen
Key information
- Publication date:25 December 2025
- Workload:80 – 100%
- Place of work:Münsingen
Job summary
Join BEKB as a Finanzcoach, where you'll inspire customers! Enjoy a collaborative work environment with growth opportunities.
Tasks
- Manage and develop your own private customer portfolio.
- Support and empower clients through key life events.
- Provide responsible financial advice on saving and investing.
Skills
- Several years of banking experience, ideally in financing and insurance.
- Excellent communication and presentation skills.
- Engaged personality with entrepreneurial thinking.
Is this helpful?
We inspire sustainably – customers and team members alike. You too? Then you are the right fit for this exciting position as a financial coach, where you take responsible and committed care of your customers' advice. Let your ideas grow with us, together we offer more than banking.
How you inspire
- You manage and develop your own customer portfolio in the private customer segment
- You conscientiously support, advise and empower your customers along their life cycle and key events
- You advise your customers with commitment and responsibility on topics such as numbers, saving, investing, retirement planning and financing
- You maintain long-term customer relationships in the region and sustainably expand them
- You work side by side with your team members and other specialists
What you bring
- You have several years of professional experience in banking, ideally with proven experience in financing and pension matters
- Supporting demanding customers is nothing new to you and brings you great joy
- You have good communication and presentation skills and appreciate an open feedback culture
- You are a committed personality who likes to take initiative, thinks entrepreneurially and is always curious
We are committed to you!
- Promotion of your individual development needs, both in terms of time and finances
- Flexible working arrangements (part-time, job sharing, home office, annual working hours)
- Between 25 – 30 vacation days per year
- Sustainable compensation: no individual bonuses, but profit sharing for all employees
- How we interact: informal culture - open – personal – team-oriented
René Schläppi
HR Business Partner
Your BEKB
For pioneers, bridge builders and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and support private and corporate customers with innovative financial services. The needs of our customers are always the focus of our daily work. With our IT subsidiary aity AG, we create the right technical conditions for this.
The well-being of our employees is close to our hearts. We promote young and experienced talents in their development, advocate for individual and flexible working arrangements, and pave the way for our employees to training and career opportunities . Our open and positive corporate culture is at the forefront. Trust, commitment and sustainability are firmly anchored with us; diversity , collaboration and humor are part of our DNA.