Head of Client Advisory Services - Occupational Pensions; Bilingual German & French

Head of Client Advisory Services - Occupational Pensions (Bilingual German & French)

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Senior leadership role within an occupational pensions / professional benefits institution, responsible for the Client Advisory Services function. This position sits at the intersection of client service excellence, commercial strategy and people management, with a strong focus on Swiss occupational pension schemes (2nd pillar / LPP). This role is designed for experienced pension professionals rather than general customer service or generic insurance managers.

• Lead and develop the Client Advisory Services team, ensuring high-quality, proactive service to insured members and corporate clients
• Define, deploy and continuously evolve the client advisory and commercial strategy in line with institutional objectives
• Actively manage and improve client-facing processes, workflows and service standards
• Analyse market trends, competitive positioning and regulatory developments in occupational pensions
• Drive operational efficiency through process optimisation and clear governance
• Oversee reporting, KPIs and performance metrics to support strategic decision-making
• Ensure clarity, consistency and accuracy of client communications (circulars, forms, guidelines)
• Work closely with internal stakeholders (management, communication, operations) to align client strategy

• Strong professional background in occupational pensions / professional benefits
• Proven people management experience in a client advisory, pensions or insurance environment
• Solid understanding of Swiss social insurance and pension frameworks (LPP)
• Federal diploma in social insurance, LPP specialist certification or equivalent qualification
• Strategic mindset combined with hands‑on operational leadership
• Strong analytical skills and ability to translate data into decisions
• High ethical standards and strong sense of professional responsibility
• Bilingual German & French (mandatory)
• Fluent English required for professional and institutional use

• Senior role with real strategic and operational impact
• High level of autonomy and responsibility
• Environment focused on professionalism, quality of service and long‑term value
• Stable institutional setting with room to shape processes and strategy
• Flexible working arrangements within a structured framework

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Full‑time

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