Firmenkundenberater (m/w/d) – Mittelstand ganzheitlich beraten, ohne Produktvorgaben
Core
Holistic advisory for self-employed individuals, craft businesses, and SMEs covering business operations, employees, and private security.
Role type
Senior financial advisor (SME and self-employed)
Builds
Comprehensive risk and wealth management solutions for business owners
Domain
Financial services / Insurance / SME advisory
Deliverable
client delivery
Required skills
Business risk assessment, employee protection planning, private wealth management, business continuity planning, cyber risk management, financial structuring
Preferred skills
bAV (occupational pension) planning, commercial financing, team leadership
Technologies
Swiss Life Select partner network, specialized risk tools
Responsibilities
Build and manage a long-term portfolio of corporate clients, coordinate with specialists for complex cases, provide holistic advice from business operations to private security
Seniority
Senior, hands-on IC