Corporate Pension Advisor

Pension Advisor for Corporate Clients

Our client, a well-established financial institution recognized for its friendly and supportive environment, offers a unique opportunity in Bern for pension advisors. This role provides easy access to client meetings and collaboration opportunities within the canton. The company is committed to professional growth, empowering you to actively seek new business opportunities and maintain a diverse range of corporate client relationships, offering real-world success stories of career advancement and skills enhancement.

Benefits:

• Be part of a supportive team that values strong client engagement and service.
• Work in a vibrant professional setting.
• Enhance your career by developing and maintaining relationships with a diverse range of corporate clients.

Role Responsibilities:

• Provide expert advice and tailored pension plans for corporate clients, reinforcing the bank’s commitment to client satisfaction.
• Utilize your skills in occupational benefits to conduct thorough comparisons and offer optimal insurance solutions.
• Actively seek new business opportunities and nurture diverse client relationships, contributing to the company’s larger mission of expanding its client base.

Requirements:

• Hold a Bachelor’s degree in Finance, Business Administration, or a related field, providing you the foundation to excel in this role.
• Demonstrate proven experience in pension consultancy or Insurance Consultancy, Dealing with corporate clients.
• Fluent in German and English.