Head of Client Advisory Services - Occupational Pensions (Bilingual German & French)
Job Overview
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.
Responsibilities
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
Requirements
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
Benefits
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