Private Client Advisor (w/m/d) Bank Region Sursee

Setting new standards together and shaping the future - for us, this means more than just working through tasks. Here you work with people who take responsibility, have high standards, and have the courage to forge new paths. With us, you will find an environment where trust and performance go hand in hand and your ideas, your initiative, and your contribution count. This gives you the opportunity to truly make a difference for our customers, your team, and your personal development.

What you achieve ##

Whether it is choosing the right investment solution or financing their home: you stand by our customers in the realization of their dreams. Have an open ear for their needs, put yourself in their life situation, and thus find the optimal solution - personally and in partnership. In doing so, you can combine the best from our broad offering of insurance and banking.

• You competently and according to needs accompany our customers in the individual private client segment in the areas of liquidity management, pension planning, wealth, and financing. You integrate insurance services and services from our partnerships into your overall advice, always in close interaction with your colleagues from the bank and the insurance.
• You consistently implement the market development defined in the team with a lot of energy and passion; this in the region between Aarau and Luzern.
• In cooperation with the insurance, you develop your own existing client book.
• You recognize potentials that you exploit yourself or also pass on to our Private Bankers for further support.

What you bring ##

You are that certain combination of sales talent, an open ear, and a numbers person. You think analytically, can also immerse yourself in complex situations, and represent your solutions convincingly. Be aware that you are the face of our banking: you bring passion, courage, discipline, and an appetite for new things - we will teach you the rest.
We at Helvetia firmly believe that we find better solutions when we network. Therefore, you will work closely with your colleagues from the insurance and from the bank.

• Completed banking training and/or further training in the banking or financial sector
• Business administration further training is an advantage, e.g., Höhere Fachschule für Wirtschaft or Fachhochschule
• At least 3-5 years of experience in advisory in the banking or financial sector
• SAQ certification (Individual Client Advisor profile)
• Willingness to travel: You meet with colleagues as well as customers at the various agencies or at the customers' homes
• Networking in the region: Your relationship network in the region helps you
• Very good oral and written expression in the German language