Senior Client Advisor

Vor 3 Tagen


Basel, Basel-Stadt, Schweiz Helvetia Insurance Switzerland Vollzeit
Wie gut werden Mitarbeitende nach ihrem aktiven Arbeitsleben versorgt sein? Sehr gut – sobald du dem jeweiligen Unternehmen bei der beruflichen Vorsorge hilfst Die 1993 gegründete Helvetia Anlagestiftung bietet sechs verschiedene Anlagegruppen, um autonome und halbautonome Einrichtungen dabei zu unterstützen, die Altersguthaben ihrer Mitarbeitenden wertsteigernd anzulegen. Hast du das Zeug dazu, sie kompetent zu beraten und für jedes Kundenbedürfnis die passende Anlagegruppe zu finden? Dann bewirb dich jetzt

Deine Verantwortung

  • Kundenakquisition und -betreuung mit Fokus auf institutionelle Investoren, autonome und halbautonome Pensionskassen und Sammelstiftungen
  • Hauptsächlich Beratung von Pensionskassen im Immobilien-Bereich (weitere Anlageklassen wie Hypotheken, Aktienanlagen, Multi-Asset-Produkte sowie Privatmarktanlagen von Vorteil)
  • Erschliessung und Koordination von Vertriebskanälen
  • Kontaktpflege mit Institutionen und Verbänden
  • Erstellung von Kundenreportings und Kundenpräsentationen
  • Pensum 80-100%

Deine Qualifikation

  • Erfahrung in der Kundenakquisition und Betreuung von Pensionskassen und institutionellen Kunden (mindestens 10 Jahre) und gutes Netzwerk zu Anlegern im Immobilien Bereich
  • Fundierte Ausbildung im Bereich Immobilien und in Finanzanlagen
  • Gutes Verständnis von Finanzmärkten und Anlagegruppen/Fonds insbesondere in der Anlageklasse Immobilien sowie in den Anlageklassen Hypotheken, Aktien, Bonds, Multi-Assets und Privatmarktanlagen erwünscht
  • Hohe Sozialkompetenz mit ausgeprägter Kundenorientierung
  • Kontaktfreudige Persönlichkeit mit hoher Einsatzbereitschaft
  • Teamplayer
  • Sehr gute Deutschkenntnisse und gute Englischkenntnisse, gute Französischkenntnisse von Vorteil
  • Hohe Flexibilität und Reisebereitschaft innerhalb der Schweiz

Kontakt

Recruiting Partner

Arbeiten bei Helvetia

Das Team Helvetia ist gemeinsam da, wenn es drauf ankommt. Wir sind Menschen, auf die man sich verlassen kann. Die einander unterstützen und sich füreinander einsetzen. Die einander fordern und fördern. Die begeistern und sich begeistern lassen. So gestalten wir gemeinsam die Zukunft. &Los

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