Expert (all genders) in pension and wealth management - full-time or part-time

50-100%

As an Expert in pension and wealth management, you are a true business partner of our sales force. Thanks to your expertise, you support insurance advisors in developing their business, create personalised retirement plans, and actively contribute to the growth of turnover in pension and wealth management. You work both with our clients and on the ground with our teams to turn opportunities into success.

What you bring

• Business development: You support advisors during client meetings, identify business opportunities, and actively participate in closing complex pension cases.
• Retirement planning: You conduct comprehensive pension analyses and personalised retirement plans. You propose solutions tailored to each client’s objectives, taking into account tax, wealth, and inheritance aspects.
• Technical expertise: You are the reference person for the most technical questions related to private and occupational pensions as well as wealth management. In close collaboration with the pension technical specialist of your agency, you analyse complex cases, identify the most suitable solutions, and provide high-level support to the sales teams.
• Support and training: In partnership with the pension technical specialist of your agency, you support advisors in developing their skills, assist during client meetings, and conduct training sessions to strengthen their expertise, autonomy, and business development in pension and wealth management.
• Market development: You develop your professional network, identify new business opportunities, and actively contribute to the development of Helvetia’s activities in the cantons of Fribourg, Neuchâtel, and Jura.
• Collaboration: As a member of our expert community, you contribute to knowledge sharing, continuous improvement of our practices, and commercial development of the region.

Your profile

• You hold at least the Federal Diploma as Financial Advisor or an equivalent qualification.
• You have several years of experience in pension advice, financing, and retirement planning.
• You master the fields of private and occupational pensions, taxation, wealth, and financing.
• You enjoy both business development and supporting and coaching advisors.
• You possess excellent communication skills and can simplify complex topics.
• You demonstrate a strong entrepreneurial spirit and are results-oriented.
• You place client satisfaction at the heart of your priorities.
• You ideally wish to work 100%.
• You are fluent in French and ideally have good knowledge of German.
• You have a solid professional network in Fribourg or wish to actively develop it in the cantons of Neuchâtel and Jura.

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

Magali Knoflach

Recruiting Partner +41 58 285 7639

Your manager

Maryline Chattont Head of Sales HIVE