Advisor (w/m/d) Private Banking Olten

We are the bank of Helvetia - an innovative financial service provider that intelligently combines banking and insurance. Setting new standards together and shaping the future - for us, this means more than just processing tasks. Here you work with people who take responsibility, have high standards, and have the courage to go new ways. With us, you will find an environment in which 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 ##

• You support and advise our Private Banking customers holistically and according to their needs and position yourself as a trusted contact person for all financial matters. In doing so, you support them in shaping their financial future and recommend suitable investment and pension solutions.
• You analyze the needs of your customers, taking into account their individual wishes, goals, and life situations. If necessary, you work closely with internal specialists and develop suitable investment solutions.
• Together with internal specialists from the bank and the insurance company, you develop individual investment, pension, financing, and succession concepts.
• You actively acquire new Private Banking customers and continuously develop your customer portfolio in the investment area.
• You recognize additional advisory opportunities and use them purposefully through active cross-selling. In doing so, you advise your customers comprehensively on banking and insurance products.
• You observe developments in the financial markets and discuss them regularly with your customers.
• At customer events, you represent our Private Banking internally and externally.

What you bring ##

• You have several years of experience in the support and advisory of Private Banking customers.
• You have completed banking training as well as further training, for example, financial planner with a federal diploma or a Bachelor in Banking and Finance.
• You are an empathetic and authentic personality and know how to offer a convincing customer experience to our Private Banking customers in different life situations.
• You are a committed, entrepreneurially minded, and integral personality with high quality standards and a strong customer orientation.
• Your team spirit as well as your confident and winning appearance round off your profile.
• Thanks to your regional roots and your existing network, you know the local conditions and have valuable contacts in the region.